Forefront Analytics’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Forefront Analytics’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	-500	Closed	-$18.8K	–	100
2020 Q1	$18.8K	Buy	+500	New	+$21.5K	0.02%	86
2019 Q1	–	Sell	-16,920	Closed	-$554K	–	41
2018 Q4	$554K	Sell	16,920 -136,772	-89%	-$4.82M	0.31%	35
2018 Q3	$6M	Sell	153,692 -2,992	-2%	-$113K	2.72%	16
2018 Q2	$5.62M	Buy	156,684 +21,812	+16%	+$770K	2.62%	17
2018 Q1	$4.59M	Sell	134,872 -15,812	-10%	-$554K	2.57%	16
2017 Q4	$5.08M	Buy	+150,684	New	+$4.94M	3.02%	13

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Forefront Analytics's IWF Position: Q2 2020 in Review

Forefront Analytics sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2020, closing a stake of 500 shares — an estimated $18.8K sold.

Forefront Analytics first reported a position in IWF in Q4 2017 and held it in 6 quarters. The position peaked at $6M in Q3 2018. 1,295 funds tracked by Wall St. Rank hold IWF as of Q2 2020.

Forefront Analytics reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2020 after selling out during the quarter.
Forefront Analytics sold 500 iShares Russell 1000 Growth ETF shares in Q2 2020, an estimated $18.8K.
Forefront Analytics first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and held it in 6 quarters.
Forefront Analytics's iShares Russell 1000 Growth ETF position peaked at $6M in Q3 2018.
1,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2020.

Based on Forefront Analytics's 13F filing for Q2 2020, filed 10 Aug 2020.