Enterprise Trust & Investment’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Enterprise Trust & Investment’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	$22K	Sell	400 -100	-20%	-$6K	0.01%	167
2022 Q1	$35K	Hold	500	–	–	0.01%	144
2021 Q4	$38K	Sell	500 -100	-17%	-$7.41K	0.01%	148
2021 Q3	$41K	Hold	600	–	–	0.02%	147
2021 Q2	$41K	Hold	600	–	–	0.02%	143
2021 Q1	$36K	Hold	600	–	–	0.02%	133
2020 Q4	$36K	Hold	600	–	–	0.02%	132
2020 Q3	$33K	Hold	600	–	–	0.02%	130
2020 Q2	$29K	Hold	600	–	–	0.02%	130
2020 Q1	$23K	Buy	+600	New	+$25.9K	0.02%	124

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

Enterprise Trust & Investment's IWF Position: Q2 2022 in Review

Enterprise Trust & Investment reduced its iShares Russell 1000 Growth ETF (IWF) stake by 20% in Q2 2022, selling an estimated $6K and leaving 400 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #167.

Enterprise Trust & Investment first reported a position in IWF in Q1 2020 and has held it in 10 quarters since. The position peaked at $41K in Q3 2021. 1,594 funds tracked by Wall St. Rank hold IWF as of Q2 2022.

Enterprise Trust & Investment held 400 shares of iShares Russell 1000 Growth ETF worth $22K as of Q2 2022.
Enterprise Trust & Investment sold 100 iShares Russell 1000 Growth ETF shares in Q2 2022, an estimated $6K.
iShares Russell 1000 Growth ETF made up 0.01% of Enterprise Trust & Investment's portfolio in Q2 2022, its #167 holding.
Enterprise Trust & Investment first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and has held it in 10 quarters since.
Enterprise Trust & Investment's iShares Russell 1000 Growth ETF position peaked at $41K in Q3 2021.
1,594 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2022.

Based on Enterprise Trust & Investment's 13F filing for Q2 2022, filed 22 Jul 2022.