Financial Enhancement Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Financial Enhancement Group’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
2020 Q2	–	Sell	-192	Closed	-$7K	–	275
2020 Q1	$7K	Hold	192	–	–	﹤0.01%	208
2019 Q4	$8K	Sell	192 -960	-83%	-$40.1K	﹤0.01%	200
2019 Q3	$46K	Buy	1,152 +960	+500%	+$38.5K	0.01%	125
2019 Q2	$8K	Hold	192	–	–	﹤0.01%	202
2019 Q1	$7K	Sell	192 -60	-24%	-$2.16K	﹤0.01%	232
2018 Q4	$10K	Hold	252	–	–	﹤0.01%	187
2018 Q3	$10K	Buy	252 +60	+31%	+$2.27K	﹤0.01%	187
2018 Q2	$7K	Sell	192 -308	-62%	-$10.9K	﹤0.01%	193
2018 Q1	$17K	Buy	+500	New	+$17.5K	0.01%	164
2017 Q4	–	Sell	-16,280	Closed	-$509K	–	83
2017 Q3	$509K	Buy	+16,280	New	+$498K	0.2%	47

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Financial Enhancement Group's IWF Position: Q2 2020 in Review

Financial Enhancement Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2020, closing a stake of 192 shares — an estimated $7K sold.

Financial Enhancement Group first reported a position in IWF in Q3 2017 and held it in 10 quarters. The position peaked at $509K in Q3 2017. 1,292 funds tracked by Wall St. Rank hold IWF as of Q2 2020.

Financial Enhancement Group reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2020 after selling out during the quarter.
Financial Enhancement Group sold 192 iShares Russell 1000 Growth ETF shares in Q2 2020, an estimated $7K.
Financial Enhancement Group first reported a position in iShares Russell 1000 Growth ETF in Q3 2017 and held it in 10 quarters.
Financial Enhancement Group's iShares Russell 1000 Growth ETF position peaked at $509K in Q3 2017.
1,292 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2020.

Based on Financial Enhancement Group's 13F filing for Q2 2020, filed 14 Aug 2020.