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

Emerson Wealth’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	$88K	Hold	1,612	–	–	0.06%	31
2022 Q1	$112K	Hold	1,612	–	–	0.06%	27
2021 Q4	$123K	Hold	1,612	–	–	0.06%	25
2021 Q3	$110K	Hold	1,612	–	–	0.06%	23
2021 Q2	$109K	Hold	1,612	–	–	0.06%	24
2021 Q1	$98K	Buy	+1,612	New	+$98.1K	0.06%	23

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

Emerson Wealth's IWF Position: Q2 2022 in Review

Emerson Wealth held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2022 at 1,612 shares worth $88K. The position accounts for 0.06% of the portfolio, ranked #31.

Emerson Wealth first reported a position in IWF in Q1 2021 and has held it in 6 quarters since. The position peaked at $123K in Q4 2021. 1,594 funds tracked by Wall St. Rank hold IWF as of Q2 2022.

Emerson Wealth held 1,612 shares of iShares Russell 1000 Growth ETF worth $88K as of Q2 2022.
Emerson Wealth left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2022.
iShares Russell 1000 Growth ETF made up 0.06% of Emerson Wealth's portfolio in Q2 2022, its #31 holding.
Emerson Wealth first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and has held it in 6 quarters since.
Emerson Wealth's iShares Russell 1000 Growth ETF position peaked at $123K in Q4 2021.
1,594 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.