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

Clearview 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
2023 Q1	–	Sell	-32	Closed	-$1.71K	–	691
2022 Q4	$1.71K	Buy	+32	New	+$1.76K	﹤0.01%	492
2022 Q1	–	Sell	-500	Closed	-$38K	–	656
2021 Q4	$38K	Hold	500	–	–	0.02%	257
2021 Q3	$34K	Sell	500 -900	-64%	-$63.7K	0.02%	275
2021 Q2	$95K	Hold	1,400	–	–	0.06%	171
2021 Q1	$85K	Hold	1,400	–	–	0.06%	177
2020 Q4	$84K	Buy	+1,400	New	+$79.7K	0.06%	152

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Clearview Wealth Advisors's IWF Position: Q1 2023 in Review

Clearview Wealth Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2023, closing a stake of 32 shares — an estimated $1.71K sold.

Clearview Wealth Advisors first reported a position in IWF in Q4 2020 and held it in 6 quarters. The position peaked at $95K in Q2 2021. 1,696 funds tracked by Wall St. Rank hold IWF as of Q1 2023.

Clearview Wealth Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 32 iShares Russell 1000 Growth ETF shares in Q1 2023, an estimated $1.71K.
Clearview Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and held it in 6 quarters.
Clearview Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $95K in Q2 2021.
1,696 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2023.

Based on Clearview Wealth Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.