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

Hoover Financial 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 Q2	$4.65M	Sell	68,468 -1,336	-2%	-$86.1K	0.83%	26
2021 Q1	$4.38M	Sell	69,804 -4,840	-6%	-$295K	0.82%	25
2020 Q4	$4.47M	Sell	74,644 -4,072	-5%	-$232K	1.12%	17
2020 Q3	$4.27M	Sell	78,716 -432	-0.5%	-$22.8K	1.41%	16
2020 Q2	$3.8M	Buy	79,148 +1,216	+2%	+$53.6K	1.45%	15
2020 Q1	$2.94M	Hold	77,932	–	–	1.62%	12
2019 Q4	$3.43M	Sell	77,932 -788	-1%	-$32.9K	1.67%	12
2019 Q3	$3.14M	Sell	78,720 -220	-0.3%	-$8.82K	2.79%	7
2019 Q2	$3.1M	Sell	78,940 -340	-0.4%	-$13.2K	2.85%	8
2019 Q1	$3M	Sell	79,280 -6,460	-8%	-$232K	2.86%	7
2018 Q4	$2.81M	Buy	+85,740	New	+$3.02M	3.09%	7

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

Hoover Financial Advisors's IWF Position: Q2 2021 in Review

Hoover Financial Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.9% in Q2 2021, selling an estimated $86.1K and leaving 68,468 shares worth $4.65M. The position accounts for 0.83% of the portfolio, ranked #26.

Hoover Financial Advisors first reported a position in IWF in Q4 2018 and has held it in 11 quarters since. 1,517 funds tracked by Wall St. Rank hold IWF as of Q2 2021.

Hoover Financial Advisors held 68,468 shares of iShares Russell 1000 Growth ETF worth $4.65M as of Q2 2021.
Hoover Financial Advisors sold 1,336 iShares Russell 1000 Growth ETF shares in Q2 2021, an estimated $86.1K.
iShares Russell 1000 Growth ETF made up 0.83% of Hoover Financial Advisors's portfolio in Q2 2021, its #26 holding.
Hoover Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 11 quarters since.
1,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.