Dixon Hughes Goodman Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Dixon Hughes Goodman 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
2022 Q1	$542K	Buy	7,804 +700	+10%	+$47.8K	0.16%	94
2021 Q4	$543K	Buy	+7,104	New	+$527K	0.18%	77

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

Dixon Hughes Goodman Wealth Advisors's IWF Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 9.9% in Q1 2022, buying an estimated $47.8K and bringing the position to 7,804 shares worth $542K. The position accounts for 0.16% of the portfolio, ranked #94.

Dixon Hughes Goodman Wealth Advisors first reported a position in IWF in Q4 2021 and has held it in 2 quarters since. The position peaked at $543K in Q4 2021. 1,660 funds tracked by Wall St. Rank hold IWF as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 7,804 shares of iShares Russell 1000 Growth ETF worth $542K as of Q1 2022.
Dixon Hughes Goodman Wealth Advisors bought 700 iShares Russell 1000 Growth ETF shares in Q1 2022, an estimated $47.8K.
iShares Russell 1000 Growth ETF made up 0.16% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #94 holding.
Dixon Hughes Goodman Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 2 quarters since.
Dixon Hughes Goodman Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $543K in Q4 2021.
1,660 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.