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

Huber 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
2020 Q1	$415K	Sell	11,016 -28	-0.3%	-$1.21K	0.16%	69
2019 Q4	$486K	Buy	11,044 +1,372	+14%	+$57.3K	0.17%	76
2019 Q3	$386K	Buy	9,672 +296	+3%	+$11.9K	0.15%	77
2019 Q2	$369K	Hold	9,376	–	–	0.16%	77
2019 Q1	$355K	Buy	9,376 +2,620	+39%	+$94.1K	0.17%	79
2018 Q4	$221K	Buy	6,756 +4	+0.1%	+$141	0.12%	90
2018 Q3	$263K	Buy	6,752 +4	+0.1%	+$151	0.2%	83
2018 Q2	$242K	Hold	6,748	–	–	0.22%	81
2018 Q1	$230K	Sell	6,748 -56	-0.8%	-$1.96K	0.23%	81
2017 Q4	$229K	Buy	+6,804	New	+$223K	0.25%	69

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 $424B AUM 22.96% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

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

Huber Financial Advisors's IWF Position: Q1 2020 in Review

Huber Financial Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.25% in Q1 2020, selling an estimated $1.21K and leaving 11,016 shares worth $415K. The position accounts for 0.16% of the portfolio, ranked #69.

Huber Financial Advisors first reported a position in IWF in Q4 2017 and has held it in 10 quarters since. The position peaked at $486K in Q4 2019. 1,218 funds tracked by Wall St. Rank hold IWF as of Q1 2020.

Huber Financial Advisors held 11,016 shares of iShares Russell 1000 Growth ETF worth $415K as of Q1 2020.
Huber Financial Advisors sold 28 iShares Russell 1000 Growth ETF shares in Q1 2020, an estimated $1.21K.
iShares Russell 1000 Growth ETF made up 0.16% of Huber Financial Advisors's portfolio in Q1 2020, its #69 holding.
Huber Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 10 quarters since.
Huber Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $486K in Q4 2019.
1,218 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.