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Friedenthal Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Friedenthal Financial’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
Q4 		– Sell
-9,772
Closed -$530K – 55
2020
Q3 		$530K Sell
9,772
-2,812
-22% -$148K 0.43% 42
2020
Q2 		$604K Sell
12,584
-3,668
-23% -$162K 0.52% 36
2020
Q1 		$612K Buy
+16,252
New +$700K 0.58% 37

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Friedenthal Financial's IWF Position: Q4 2020 in Review

Friedenthal Financial sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2020, closing a stake of 9,772 shares — an estimated $530K sold.

Friedenthal Financial first reported a position in IWF in Q1 2020 and held it in 3 quarters. The position peaked at $612K in Q1 2020. 1,485 funds tracked by Wall St. Rank hold IWF as of Q4 2020.

  • Friedenthal Financial reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Friedenthal Financial sold 9,772 iShares Russell 1000 Growth ETF shares in Q4 2020, an estimated $530K.
  • Friedenthal Financial first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and held it in 3 quarters.
  • Friedenthal Financial's iShares Russell 1000 Growth ETF position peaked at $612K in Q1 2020.
  • 1,485 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2020.

Based on Friedenthal Financial's 13F filing for Q4 2020, filed 4 Feb 2021.