DeDora Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History

DeDora Capital’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
2022 Q2	–	Sell	-1,112	Closed	-$77K	–	249
2022 Q1	$77K	Buy	+1,112	New	+$75.9K	0.03%	133
2020 Q1	–	Sell	-952	Closed	-$42K	–	106
2019 Q4	$42K	Buy	+952	New	+$39.7K	0.03%	100

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

DeDora Capital's IWF Position: Q2 2022 in Review

DeDora Capital sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2022, closing a stake of 1,112 shares — an estimated $77K sold.

DeDora Capital first reported a position in IWF in Q4 2019 and held it in 2 quarters. The position peaked at $77K in Q1 2022. 1,594 funds tracked by Wall St. Rank hold IWF as of Q2 2022.

DeDora Capital reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2022 after selling out during the quarter.
DeDora Capital sold 1,112 iShares Russell 1000 Growth ETF shares in Q2 2022, an estimated $77K.
DeDora Capital first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 2 quarters.
DeDora Capital's iShares Russell 1000 Growth ETF position peaked at $77K in Q1 2022.
1,594 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2022.

Based on DeDora Capital's 13F filing for Q2 2022, filed 27 Jul 2022.