Epstein & White Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Epstein & White Financial’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
2021 Q2	$1.1M	Sell	16,164 -68	-0.4%	-$4.38K	0.29%	26
2021 Q1	$986K	Sell	16,232 -420	-3%	-$25.6K	0.29%	27
2020 Q4	$1M	Sell	16,652 -168	-1%	-$9.56K	0.31%	24
2020 Q3	$913K	Sell	16,820 -4,408	-21%	-$232K	0.33%	23
2020 Q2	$1.02M	Sell	21,228 -708	-3%	-$31.2K	0.39%	18
2020 Q1	$824K	Sell	21,936 -880	-4%	-$37.9K	0.35%	23
2019 Q4	$1M	Sell	22,816 -424	-2%	-$17.7K	0.44%	23
2019 Q3	$926K	Sell	23,240 -2,944	-11%	-$118K	0.45%	22
2019 Q2	$1.03M	Sell	26,184 -2,104	-7%	-$81.4K	0.55%	14
2019 Q1	$1.07M	Sell	28,288 -2,512	-8%	-$90.3K	0.61%	13
2018 Q4	$1.01M	Sell	30,800 -3,128	-9%	-$110K	0.63%	15
2018 Q3	$1.32M	Sell	33,928 -6,528	-16%	-$247K	0.87%	11
2018 Q2	$1.45M	Sell	40,456 -10,128	-20%	-$357K	1.08%	13
2018 Q1	$1.72M	Sell	50,584 -165,528	-77%	-$5.8M	1.1%	18
2017 Q4	$7.65M	Buy	+216,112	New	+$7.08M	4.43%	6

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Epstein & White Financial's IWF Position: Q2 2021 in Review

Epstein & White Financial reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.42% in Q2 2021, selling an estimated $4.38K and leaving 16,164 shares worth $1.1M. The position accounts for 0.29% of the portfolio, ranked #26.

Epstein & White Financial first reported a position in IWF in Q4 2017 and has held it in 15 quarters since. The position peaked at $7.65M in Q4 2017. 1,517 funds tracked by Wall St. Rank hold IWF as of Q2 2021.

Epstein & White Financial held 16,164 shares of iShares Russell 1000 Growth ETF worth $1.1M as of Q2 2021.
Epstein & White Financial sold 68 iShares Russell 1000 Growth ETF shares in Q2 2021, an estimated $4.38K.
iShares Russell 1000 Growth ETF made up 0.29% of Epstein & White Financial's portfolio in Q2 2021, its #26 holding.
Epstein & White Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 15 quarters since.
Epstein & White Financial's iShares Russell 1000 Growth ETF position peaked at $7.65M in Q4 2017.
1,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.