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

Filbrandt 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
2021 Q3	$24K	Sell	344 -40	-10%	-$2.83K	0.01%	106
2021 Q2	$26K	Hold	384	–	–	0.01%	105
2021 Q1	$23K	Buy	+384	New	+$23.4K	0.01%	108
2020 Q3	–	Sell	-660	Closed	-$32K	–	251
2020 Q2	$32K	Buy	660 +604	+1,079%	+$26.6K	0.03%	155
2020 Q1	$2K	Sell	56 -384	-87%	-$16.5K	﹤0.01%	180
2019 Q4	$19K	Buy	+440	New	+$18.4K	0.02%	119

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Filbrandt Wealth Management's IWF Position: Q3 2021 in Review

Filbrandt Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 10% in Q3 2021, selling an estimated $2.83K and leaving 344 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #106.

Filbrandt Wealth Management first reported a position in IWF in Q4 2019 and has held it in 6 quarters since. The position peaked at $32K in Q2 2020. 1,522 funds tracked by Wall St. Rank hold IWF as of Q3 2021.

Filbrandt Wealth Management held 344 shares of iShares Russell 1000 Growth ETF worth $24K as of Q3 2021.
Filbrandt Wealth Management sold 40 iShares Russell 1000 Growth ETF shares in Q3 2021, an estimated $2.83K.
iShares Russell 1000 Growth ETF made up 0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #106 holding.
Filbrandt Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 6 quarters since.
Filbrandt Wealth Management's iShares Russell 1000 Growth ETF position peaked at $32K in Q2 2020.
1,522 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.