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Clarus Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Clarus Wealth Advisors’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-380,736
Closed -$14.8M – 696
2018
Q3 		$14.8M Buy
380,736
+71,572
+23% +$2.71M 9.69% 1
2018
Q2 		$10.5M Hold
309,164
– – 7.95% 1
2018
Q1 		$10.5M Buy
309,164
+96,568
+45% +$3.39M 9.71% 1
2017
Q4 		$7.16M Buy
+212,596
New +$6.97M 6.89% 5

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Clarus Wealth Advisors's IWF Position: Q4 2018 in Review

Clarus Wealth Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2018, closing a stake of 380,736 shares — an estimated $14.8M sold.

Clarus Wealth Advisors first reported a position in IWF in Q4 2017 and held it in 4 quarters. The position peaked at $14.8M in Q3 2018. 1,058 funds tracked by Wall St. Rank hold IWF as of Q4 2018.

  • Clarus Wealth Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Clarus Wealth Advisors sold 380,736 iShares Russell 1000 Growth ETF shares in Q4 2018, an estimated $14.8M.
  • Clarus Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and held it in 4 quarters.
  • Clarus Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $14.8M in Q3 2018.
  • 1,058 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2018.

Based on Clarus Wealth Advisors's 13F filing for Q4 2018, filed 7 Jan 2019.