Fi3 Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Fi3 Financial Advisors’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 Q3	–	Sell	-4,412	Closed	-$245K	–	51
2022 Q2	$245K	Sell	4,412 -1,668	-27%	-$100K	0.2%	42
2022 Q1	$422K	Buy	6,080 +1,888	+45%	+$129K	0.33%	27
2021 Q4	$320K	Buy	4,192 +872	+26%	+$64.6K	0.21%	35
2021 Q3	$227K	Buy	3,320 +176	+6%	+$12.4K	0.15%	42
2021 Q2	$222K	Buy	+3,144	New	+$203K	0.15%	42

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

Fi3 Financial Advisors's IWF Position: Q3 2022 in Review

Fi3 Financial Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2022, closing a stake of 4,412 shares — an estimated $245K sold.

Fi3 Financial Advisors first reported a position in IWF in Q2 2021 and held it in 5 quarters. The position peaked at $422K in Q1 2022. 1,574 funds tracked by Wall St. Rank hold IWF as of Q3 2022.

Fi3 Financial Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2022 after selling out during the quarter.
Fi3 Financial Advisors sold 4,412 iShares Russell 1000 Growth ETF shares in Q3 2022, an estimated $245K.
Fi3 Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and held it in 5 quarters.
Fi3 Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $422K in Q1 2022.
1,574 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2022.

Based on Fi3 Financial Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.