Hayden Royal’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Hayden Royal’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 Q4	$441K	Hold	5,768	–	–	1.03%	19
2021 Q3	$395K	Sell	5,768 -764	-12%	-$54K	0.64%	36
2021 Q2	$443K	Hold	6,532	–	–	0.24%	93
2021 Q1	$397K	Sell	6,532 -2,372	-27%	-$144K	0.23%	105
2020 Q4	$537K	Sell	8,904 -3,612	-29%	-$206K	0.29%	80
2020 Q3	$678K	Sell	12,516 -56	-0.4%	-$2.95K	0.36%	71
2020 Q2	$603K	Sell	12,572 -356	-3%	-$15.7K	0.34%	68
2020 Q1	$487K	Buy	12,928 +3,612	+39%	+$156K	0.29%	95
2019 Q4	$445K	Buy	9,316 +1,280	+16%	+$53.4K	0.23%	103
2019 Q3	$321K	Buy	+8,036	New	+$322K	0.28%	118

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

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

Hayden Royal's IWF Position: Q4 2021 in Review

Hayden Royal held its iShares Russell 1000 Growth ETF (IWF) position steady in Q4 2021 at 5,768 shares worth $441K. The position accounts for 1.03% of the portfolio, ranked #19.

Hayden Royal first reported a position in IWF in Q3 2019 and has held it in 10 quarters since. The position peaked at $678K in Q3 2020. 1,743 funds tracked by Wall St. Rank hold IWF as of Q4 2021.

Hayden Royal held 5,768 shares of iShares Russell 1000 Growth ETF worth $441K as of Q4 2021.
Hayden Royal left its iShares Russell 1000 Growth ETF share count unchanged in Q4 2021.
iShares Russell 1000 Growth ETF made up 1.03% of Hayden Royal's portfolio in Q4 2021, its #19 holding.
Hayden Royal first reported a position in iShares Russell 1000 Growth ETF in Q3 2019 and has held it in 10 quarters since.
Hayden Royal's iShares Russell 1000 Growth ETF position peaked at $678K in Q3 2020.
1,743 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.