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Darrell & King’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Darrell & King’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
2020
Q4 		$254K Hold
4,220
– – 0.04% 37
2020
Q3 		$229K Sell
4,220
-128
-3% -$6.74K 0.05% 31
2020
Q2 		$209K Sell
4,348
-4,396
-50% -$194K 0.04% 37
2020
Q1 		$329K Buy
+8,744
New +$377K 0.08% 29
2019
Q3 		$398K Sell
9,964
-120
-1% -$4.81K 0.08% 31
2019
Q2 		$397K Buy
10,084
+2,836
+39% +$110K 0.08% 32
2019
Q1 		$274K Sell
7,248
-340
-4% -$12.2K 0.05% 45
2018
Q4 		$248K Sell
7,588
-2,000
-21% -$70.5K 0.05% 45
2018
Q3 		$374K Sell
9,588
-1,060
-10% -$40.1K 0.05% 39
2018
Q2 		$383K Sell
10,648
-700
-6% -$24.7K 0.06% 36
2018
Q1 		$386K Sell
11,348
-272
-2% -$9.54K 0.05% 36
2017
Q4 		$391K Sell
11,620
-400
-3% -$13.1K 0.05% 36
2017
Q3 		$376K Sell
12,020
-1,160
-9% -$35.5K 0.05% 38
2017
Q2 		$392K Sell
13,180
-320
-2% -$9.39K 0.06% 38
2017
Q1 		$384K Sell
13,500
-11,900
-47% -$330K 0.06% 36
2016
Q4 		$666K Buy
25,400
+1,700
+7% +$44.1K 0.11% 29
2016
Q3 		$617K Sell
23,700
-4,000
-14% -$104K 0.11% 29
2016
Q2 		$695K Hold
27,700
– – 0.13% 27
2016
Q1 		$691K Sell
27,700
-4,400
-14% -$104K 0.13% 28
2015
Q4 		$798K Buy
+32,100
New +$801K 0.13% 30

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Darrell & King's IWF Position: Q4 2020 in Review

Darrell & King held its iShares Russell 1000 Growth ETF (IWF) position steady in Q4 2020 at 4,220 shares worth $254K. The position accounts for 0.04% of the portfolio, ranked #37.

Darrell & King first reported a position in IWF in Q4 2015 and has held it in 20 quarters since. The position peaked at $798K in Q4 2015. 1,486 funds tracked by Wall St. Rank hold IWF as of Q4 2020.

  • Darrell & King held 4,220 shares of iShares Russell 1000 Growth ETF worth $254K as of Q4 2020.
  • Darrell & King left its iShares Russell 1000 Growth ETF share count unchanged in Q4 2020.
  • iShares Russell 1000 Growth ETF made up 0.04% of Darrell & King's portfolio in Q4 2020, its #37 holding.
  • Darrell & King first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 20 quarters since.
  • Darrell & King's iShares Russell 1000 Growth ETF position peaked at $798K in Q4 2015.
  • 1,486 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2020.

Based on Darrell & King's 13F filing for Q4 2020, filed 15 Jan 2021.