Frontier Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Frontier Wealth Management’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
2022 Q2	–	Sell	-4,088	Closed	-$268K	–	412
2022 Q1	$268K	Buy	4,088 +4	+0.1%	+$273	﹤0.01%	326
2021 Q4	$312K	Sell	4,084 -3,972	-49%	-$294K	0.02%	322
2021 Q3	$552K	Buy	8,056 +68	+0.9%	+$4.81K	0.04%	256
2021 Q2	$542K	Sell	7,988 -136	-2%	-$8.77K	0.04%	259
2021 Q1	$494K	Sell	8,124 -984	-11%	-$59.9K	0.04%	243
2020 Q4	$549K	Sell	9,108 -6,620	-42%	-$377K	0.04%	213
2020 Q3	$853K	Sell	15,728 -592	-4%	-$31.2K	0.08%	165
2020 Q2	$783K	Sell	16,320 -4,488	-22%	-$198K	0.07%	165
2020 Q1	$784K	Buy	20,808 +14,860	+250%	+$640K	0.13%	139
2019 Q4	$262K	Sell	5,948 -1,592	-21%	-$66.5K	0.04%	246
2019 Q3	$301K	Sell	7,540 -1,316	-15%	-$52.8K	0.04%	240
2019 Q2	$348K	Buy	8,856 +1,404	+19%	+$54.3K	0.05%	225
2019 Q1	$282K	Buy	7,452 +428	+6%	+$15.4K	0.04%	287
2018 Q4	$230K	Sell	7,024 -3,608	-34%	-$127K	0.03%	309
2018 Q3	$415K	Buy	10,632 +636	+6%	+$24.1K	0.04%	254
2018 Q2	$359K	Buy	+9,996	New	+$353K	0.05%	263

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Frontier Wealth Management's IWF Position: Q2 2022 in Review

Frontier Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2022, closing a stake of 4,088 shares — an estimated $268K sold.

Frontier Wealth Management first reported a position in IWF in Q2 2018 and held it in 16 quarters. The position peaked at $853K in Q3 2020. 1,594 funds tracked by Wall St. Rank hold IWF as of Q2 2022.

Frontier Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2022 after selling out during the quarter.
Frontier Wealth Management sold 4,088 iShares Russell 1000 Growth ETF shares in Q2 2022, an estimated $268K.
Frontier Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2018 and held it in 16 quarters.
Frontier Wealth Management's iShares Russell 1000 Growth ETF position peaked at $853K in Q3 2020.
1,594 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.