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

Harborview 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
2021
Q3 		$677K Sell
9,876
-456
-4% -$32.3K 0.38% 54
2021
Q2 		$701K Sell
10,332
-524
-5% -$33.8K 0.39% 53
2021
Q1 		$660K Sell
10,856
-1,448
-12% -$88.1K 0.4% 55
2020
Q4 		$742K Sell
12,304
-44
-0.4% -$2.5K 0.5% 49
2020
Q3 		$670K Sell
12,348
-1,492
-11% -$78.6K 0.51% 49
2020
Q2 		$664K Sell
13,840
-804
-5% -$35.4K 0.55% 45
2020
Q1 		$552K Sell
14,644
-1,012
-6% -$43.6K 0.55% 37
2019
Q4 		$689K Sell
15,656
-1,032
-6% -$43.1K 0.53% 37
2019
Q3 		$666K Sell
16,688
-824
-5% -$33K 0.54% 38
2019
Q2 		$689K Sell
17,512
-1,148
-6% -$44.4K 0.56% 38
2019
Q1 		$706K Sell
18,660
-1,700
-8% -$61.1K 0.61% 37
2018
Q4 		$666K Hold
20,360
– – 0.78% 27
2018
Q3 		$794K Buy
20,360
+720
+4% +$27.3K 0.81% 27
2018
Q2 		$706K Sell
19,640
-728
-4% -$25.7K 0.65% 32
2018
Q1 		$693K Sell
20,368
-1,120
-5% -$39.3K 0.66% 34
2017
Q4 		$724K Buy
+21,488
New +$704K 0.69% 33

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harborview Advisors's IWF Position: Q3 2021 in Review

Harborview Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4.4% in Q3 2021, selling an estimated $32.3K and leaving 9,876 shares worth $677K. The position accounts for 0.38% of the portfolio, ranked #54.

Harborview Advisors first reported a position in IWF in Q4 2017 and has held it in 16 quarters since. The position peaked at $794K in Q3 2018. 1,522 funds tracked by Wall St. Rank hold IWF as of Q3 2021.

  • Harborview Advisors held 9,876 shares of iShares Russell 1000 Growth ETF worth $677K as of Q3 2021.
  • Harborview Advisors sold 456 iShares Russell 1000 Growth ETF shares in Q3 2021, an estimated $32.3K.
  • iShares Russell 1000 Growth ETF made up 0.38% of Harborview Advisors's portfolio in Q3 2021, its #54 holding.
  • Harborview Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 16 quarters since.
  • Harborview Advisors's iShares Russell 1000 Growth ETF position peaked at $794K in Q3 2018.
  • 1,522 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.