First National Bank of South Miami’s iShares Russell 1000 Growth ETF IWF Stock Holding History

First National Bank of South Miami’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
2023 Q2	$60.8K	Hold	884	–	–	0.05%	174
2023 Q1	$54K	Hold	884	–	–	0.04%	186
2022 Q4	$47K	Hold	884	–	–	0.04%	192
2022 Q3	$46K	Hold	884	–	–	0.04%	192
2022 Q2	$48K	Hold	884	–	–	0.03%	200
2022 Q1	$61K	Hold	884	–	–	0.04%	210
2021 Q4	$68K	Hold	884	–	–	0.04%	204
2021 Q3	$61K	Hold	884	–	–	0.04%	200
2021 Q2	$60K	Hold	884	–	–	0.04%	199
2021 Q1	$54K	Hold	884	–	–	0.04%	188
2020 Q4	$53K	Hold	884	–	–	0.05%	183
2020 Q3	$48K	Buy	+884	New	+$46.6K	0.05%	172

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 $424B AUM 22.96% 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 $202B AUM 37.79% 1-Year Est. Return

First National Bank of South Miami's IWF Position: Q2 2023 in Review

First National Bank of South Miami held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2023 at 884 shares worth $60.8K. The position accounts for 0.05% of the portfolio, ranked #174.

First National Bank of South Miami first reported a position in IWF in Q3 2020 and has held it in 12 quarters since. The position peaked at $68K in Q4 2021. 1,771 funds tracked by Wall St. Rank hold IWF as of Q2 2023.

First National Bank of South Miami held 884 shares of iShares Russell 1000 Growth ETF worth $60.8K as of Q2 2023.
First National Bank of South Miami left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2023.
iShares Russell 1000 Growth ETF made up 0.05% of First National Bank of South Miami's portfolio in Q2 2023, its #174 holding.
First National Bank of South Miami first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and has held it in 12 quarters since.
First National Bank of South Miami's iShares Russell 1000 Growth ETF position peaked at $68K in Q4 2021.
1,771 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.