FormulaFolio Investments’s iShares Russell 1000 Growth ETF IWF Stock Holding History

FormulaFolio Investments’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	$66K	Hold	964	–	–	0.02%	130
2021 Q1	$61K	Sell	964 -49,832	-98%	-$3.03M	0.02%	131
2020 Q4	$3.06M	Buy	+50,796	New	+$2.89M	0.06%	207
2018 Q1	–	Sell	-6,048	Closed	-$204K	–	287
2017 Q4	$204K	Buy	+6,048	New	+$198K	0.01%	240
2017 Q3	–	Sell	-7,600	Closed	-$226K	–	231
2017 Q2	$226K	Buy	+7,600	New	+$223K	0.02%	202

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

FormulaFolio Investments's IWF Position: Q2 2021 in Review

FormulaFolio Investments held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2021 at 964 shares worth $66K. The position accounts for 0.02% of the portfolio, ranked #130.

FormulaFolio Investments first reported a position in IWF in Q2 2017 and has held it in 5 quarters since. The position peaked at $3.06M in Q4 2020. 1,517 funds tracked by Wall St. Rank hold IWF as of Q2 2021.

FormulaFolio Investments held 964 shares of iShares Russell 1000 Growth ETF worth $66K as of Q2 2021.
FormulaFolio Investments left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2021.
iShares Russell 1000 Growth ETF made up 0.02% of FormulaFolio Investments's portfolio in Q2 2021, its #130 holding.
FormulaFolio Investments first reported a position in iShares Russell 1000 Growth ETF in Q2 2017 and has held it in 5 quarters since.
FormulaFolio Investments's iShares Russell 1000 Growth ETF position peaked at $3.06M in Q4 2020.
1,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.