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

Essex Private 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
2022
Q1 		– Sell
-2,804
Closed -$214K – 49
2021
Q4 		$214K Buy
+2,804
New +$208K 0.18% 60

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Essex Private Wealth Management's IWF Position: Q1 2022 in Review

Essex Private Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2022, closing a stake of 2,804 shares — an estimated $214K sold.

Essex Private Wealth Management first reported a position in IWF in Q4 2021 and held it in 1 quarter. The position peaked at $214K in Q4 2021. 1,660 funds tracked by Wall St. Rank hold IWF as of Q1 2022.

  • Essex Private Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Essex Private Wealth Management sold 2,804 iShares Russell 1000 Growth ETF shares in Q1 2022, an estimated $214K.
  • Essex Private Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and held it in 1 quarter.
  • Essex Private Wealth Management's iShares Russell 1000 Growth ETF position peaked at $214K in Q4 2021.
  • 1,660 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2022.

Based on Essex Private Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.