Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2020 Q4	$269K	Buy	+4,464	New	+$254K	0.07%	97
2018 Q3	–	Sell	-1,820	Closed	-$65K	–	220
2018 Q2	$65K	Hold	1,820	–	–	0.02%	153
2018 Q1	$62K	Buy	+1,820	New	+$63.8K	0.02%	155
2017 Q4	–	Sell	-1,820	Closed	-$56K	–	349
2017 Q3	$56K	Buy	1,820 +1,020	+128%	+$31.2K	0.02%	137
2017 Q2	$23K	Hold	800	–	–	0.01%	205
2017 Q1	$23K	Sell	800 -340	-30%	-$9.43K	0.01%	219
2016 Q4	$30K	Buy	1,140 +340	+43%	+$8.82K	0.01%	206
2016 Q3	$20K	Hold	800	–	–	0.01%	235
2016 Q2	$20K	Sell	800 -416	-34%	-$10.4K	0.01%	217
2016 Q1	$30K	Sell	1,216 -188	-13%	-$4.44K	0.01%	169
2015 Q4	$35K	Buy	+1,404	New	+$35K	0.02%	156

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 $424B AUM 22.96% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's IWF Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q4 2020: 4,464 shares worth $269K. The stake represents 0.07% of the portfolio and ranks #97 among its holdings. This is a return to the name: Genovese Burford & Brothers Wealth & Retirement Plan Management previously reported a position in IWF as recently as Q2 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in IWF in Q4 2015 and has held it in 11 quarters since. 1,486 funds tracked by Wall St. Rank hold IWF as of Q4 2020.

Genovese Burford & Brothers Wealth & Retirement Plan Management held 4,464 shares of iShares Russell 1000 Growth ETF worth $269K as of Q4 2020.
iShares Russell 1000 Growth ETF was a new Genovese Burford & Brothers Wealth & Retirement Plan Management position in Q4 2020.
iShares Russell 1000 Growth ETF made up 0.07% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #97 holding.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 11 quarters since.
1,486 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.