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

Heritage Way 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 Q4	$642K	Hold	8,404	–	–	0.24%	56
2021 Q3	$576K	Sell	8,404 -624	-7%	-$44.1K	0.24%	57
2021 Q2	$613K	Hold	9,028	–	–	0.25%	55
2021 Q1	$549K	Hold	9,028	–	–	0.24%	57
2020 Q4	$544K	Buy	+9,028	New	+$514K	0.25%	54

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

Heritage Way Advisors's IWF Position: Q4 2021 in Review

Heritage Way Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q4 2021 at 8,404 shares worth $642K. The position accounts for 0.24% of the portfolio, ranked #56.

Heritage Way Advisors first reported a position in IWF in Q4 2020 and has held it in 5 quarters since. 1,743 funds tracked by Wall St. Rank hold IWF as of Q4 2021.

Heritage Way Advisors held 8,404 shares of iShares Russell 1000 Growth ETF worth $642K as of Q4 2021.
Heritage Way Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q4 2021.
iShares Russell 1000 Growth ETF made up 0.24% of Heritage Way Advisors's portfolio in Q4 2021, its #56 holding.
Heritage Way Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 5 quarters since.
1,743 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2021.

Based on Heritage Way Advisors's 13F filing for Q4 2021, filed 13 Jan 2022.