Hobart Private Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Hobart Private Capital’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 Q1	–	Sell	-11,480	Closed	-$505K	–	156
2019 Q4	$505K	Buy	+11,480	New	+$479K	0.31%	82
2019 Q2	–	Sell	-6,472	Closed	-$245K	–	159
2019 Q1	$245K	Buy	+6,472	New	+$233K	0.19%	138

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

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

Hobart Private Capital's IWF Position: Q1 2020 in Review

Hobart Private Capital sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2020, closing a stake of 11,480 shares — an estimated $505K sold.

Hobart Private Capital first reported a position in IWF in Q1 2019 and held it in 2 quarters. The position peaked at $505K in Q4 2019. 1,217 funds tracked by Wall St. Rank hold IWF as of Q1 2020.

Hobart Private Capital reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2020 after selling out during the quarter.
Hobart Private Capital sold 11,480 iShares Russell 1000 Growth ETF shares in Q1 2020, an estimated $505K.
Hobart Private Capital first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and held it in 2 quarters.
Hobart Private Capital's iShares Russell 1000 Growth ETF position peaked at $505K in Q4 2019.
1,217 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2020.

Based on Hobart Private Capital's 13F filing for Q1 2020, filed 11 Mar 2024.