Clear Perspective Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Clear Perspective 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
2021 Q4	$710K	Hold	9,300	–	–	0.22%	78
2021 Q3	$637K	Hold	9,300	–	–	0.22%	76
2021 Q2	$631K	Hold	9,300	–	–	0.22%	78
2021 Q1	$565K	Sell	9,300 -1,600	-15%	-$97.4K	0.22%	77
2020 Q4	$657K	Hold	10,900	–	–	0.27%	69
2020 Q3	$524	Sell	10,900 -944	-8%	-$49.7K	0.25%	74
2020 Q2	$568K	Buy	11,844 +204	+2%	+$8.99K	0.31%	58
2020 Q1	$438K	Hold	11,640	–	–	0.29%	68
2019 Q4	$512K	Sell	11,640 -2,228	-16%	-$93K	0.32%	79
2019 Q3	$553K	Sell	13,868 -56	-0.4%	-$2.25K	0.25%	75
2019 Q2	$548K	Sell	13,924 -504	-3%	-$19.5K	0.35%	69
2019 Q1	$546K	Sell	14,428 -1,088	-7%	-$39.1K	0.39%	70
2018 Q4	$508K	Hold	15,516	–	–	0.42%	73
2018 Q3	$605K	Buy	15,516 +12,116	+356%	+$459K	0.45%	71
2018 Q2	$122K	Hold	3,400	–	–	0.09%	178
2018 Q1	$116K	Hold	3,400	–	–	0.09%	174
2017 Q4	$114K	Hold	3,400	–	–	0.09%	176
2017 Q3	$106K	Buy	+3,400	New	+$104K	0.09%	178

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Clear Perspective Advisors's IWF Position: Q4 2021 in Review

Clear Perspective Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q4 2021 at 9,300 shares worth $710K. The position accounts for 0.22% of the portfolio, ranked #78.

Clear Perspective Advisors first reported a position in IWF in Q3 2017 and has held it in 18 quarters since. 1,743 funds tracked by Wall St. Rank hold IWF as of Q4 2021.

Clear Perspective Advisors held 9,300 shares of iShares Russell 1000 Growth ETF worth $710K as of Q4 2021.
Clear Perspective Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q4 2021.
iShares Russell 1000 Growth ETF made up 0.22% of Clear Perspective Advisors's portfolio in Q4 2021, its #78 holding.
Clear Perspective Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2017 and has held it in 18 quarters since.
1,743 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.