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

High Pines 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
2021
Q4 		– Sell
-3,088
Closed -$212K – 38
2021
Q3 		$212K Buy
+3,088
New +$218K 0.15% 39

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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

High Pines Wealth Management's IWF Position: Q4 2021 in Review

High Pines Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2021, closing a stake of 3,088 shares — an estimated $212K sold.

High Pines Wealth Management first reported a position in IWF in Q3 2021 and held it in 1 quarter. The position peaked at $212K in Q3 2021. 1,743 funds tracked by Wall St. Rank hold IWF as of Q4 2021.

  • High Pines Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2021 after selling out during the quarter.
  • High Pines Wealth Management sold 3,088 iShares Russell 1000 Growth ETF shares in Q4 2021, an estimated $212K.
  • High Pines Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and held it in 1 quarter.
  • High Pines Wealth Management's iShares Russell 1000 Growth ETF position peaked at $212K in Q3 2021.
  • 1,743 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2021.

Based on High Pines Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.