Elmwood Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Elmwood Wealth Management’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 Q2	–	Sell	-400	Closed	-$13.7K	–	300
2020 Q1	$13.7K	Buy	+400	New	+$17.2K	0.01%	177
2019 Q4	–	Sell	-400	Closed	-$16K	–	167
2019 Q3	$16K	Hold	400	–	–	0.02%	156
2019 Q2	$16K	Hold	400	–	–	0.01%	169
2019 Q1	$15K	Hold	400	–	–	0.01%	169
2018 Q4	$13K	Hold	400	–	–	0.01%	177
2018 Q3	$15.6K	Hold	400	–	–	0.01%	184
2018 Q2	$14.4K	Hold	400	–	–	0.01%	182
2018 Q1	$13.7K	Buy	+400	New	+$14K	0.01%	177

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

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Elmwood Wealth Management's IWF Position: Q2 2020 in Review

Elmwood Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2020, closing a stake of 400 shares — an estimated $13.7K sold.

Elmwood Wealth Management first reported a position in IWF in Q1 2018 and held it in 8 quarters. The position peaked at $16K in Q3 2019. 1,292 funds tracked by Wall St. Rank hold IWF as of Q2 2020.

Elmwood Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2020 after selling out during the quarter.
Elmwood Wealth Management sold 400 iShares Russell 1000 Growth ETF shares in Q2 2020, an estimated $13.7K.
Elmwood Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and held it in 8 quarters.
Elmwood Wealth Management's iShares Russell 1000 Growth ETF position peaked at $16K in Q3 2019.
1,292 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.