Fortis Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Fortis Advisors’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 Q1	–	Sell	-52	Closed	-$2K	–	351
2019 Q4	$2K	Buy	52 +48	+1,200%	+$2K	﹤0.01%	298
2019 Q3	$0	Sell	4 -48	-92%	-$1.92K	﹤0.01%	329
2019 Q2	$2K	Sell	52 -2,856	-98%	-$111K	﹤0.01%	320
2019 Q1	$110K	Hold	2,908	–	–	0.06%	165
2018 Q4	$95K	Hold	2,908	–	–	0.06%	171
2018 Q3	$113K	Sell	2,908 -484	-14%	-$18.3K	0.06%	140
2018 Q2	$121K	Buy	3,392 +2,908	+601%	+$103K	0.07%	132
2018 Q1	$16K	Hold	484	–	–	0.01%	228
2017 Q4	$16K	Sell	484 -320	-40%	-$10.5K	0.01%	211
2017 Q3	$25K	Buy	+804	New	+$24.6K	0.02%	193

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

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

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

Fortis Advisors's IWF Position: Q1 2020 in Review

Fortis Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2020, closing a stake of 52 shares — an estimated $2K sold.

Fortis Advisors first reported a position in IWF in Q3 2017 and held it in 10 quarters. The position peaked at $121K in Q2 2018. 1,217 funds tracked by Wall St. Rank hold IWF as of Q1 2020.

Fortis Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2020 after selling out during the quarter.
Fortis Advisors sold 52 iShares Russell 1000 Growth ETF shares in Q1 2020, an estimated $2K.
Fortis Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2017 and held it in 10 quarters.
Fortis Advisors's iShares Russell 1000 Growth ETF position peaked at $121K in Q2 2018.
1,217 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2020.

Based on Fortis Advisors's 13F filing for Q1 2020, filed 14 May 2020.