FMA Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History

FMA Advisory’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 Q2	–	Sell	-3,708	Closed	-$225K	–	151
2021 Q1	$225K	Hold	3,708	–	–	0.07%	163
2020 Q4	$224K	Hold	3,708	–	–	0.07%	163
2020 Q3	$201K	Buy	+3,708	New	+$195K	0.08%	159

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

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

FMA Advisory's IWF Position: Q2 2021 in Review

FMA Advisory sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2021, closing a stake of 3,708 shares — an estimated $225K sold.

FMA Advisory first reported a position in IWF in Q3 2020 and held it in 3 quarters. The position peaked at $225K in Q1 2021. 1,517 funds tracked by Wall St. Rank hold IWF as of Q2 2021.

FMA Advisory reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2021 after selling out during the quarter.
FMA Advisory sold 3,708 iShares Russell 1000 Growth ETF shares in Q2 2021, an estimated $225K.
FMA Advisory first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and held it in 3 quarters.
FMA Advisory's iShares Russell 1000 Growth ETF position peaked at $225K in Q1 2021.
1,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2021.

Based on FMA Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.