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

Independence 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 Q3	$56.1M	Sell	1,034,108 -34,148	-3%	-$1.8M	12.03%	2
2020 Q2	$51.3M	Sell	1,068,256 -9,456	-0.9%	-$417K	11.74%	3
2020 Q1	$40.6M	Buy	1,077,712 +104,460	+11%	+$4.5M	11.2%	3
2019 Q4	$42.8M	Sell	973,252 -276,832	-22%	-$11.6M	10.34%	3
2019 Q3	$49.9M	Buy	1,250,084 +22,064	+2%	+$885K	12.15%	3
2019 Q2	$48.3M	Buy	1,228,020 +128,048	+12%	+$4.96M	12.38%	2
2019 Q1	$41.6M	Buy	1,099,972 +51,164	+5%	+$1.84M	11.7%	2
2018 Q4	$34.3M	Sell	1,048,808 -36,776	-3%	-$1.3M	11.41%	2
2018 Q3	$42.3M	Buy	1,085,584 +10,448	+1%	+$396K	12.6%	2
2018 Q2	$38.7M	Buy	1,075,136 +67,468	+7%	+$2.38M	12.36%	2
2018 Q1	$34.3M	Sell	1,007,668 -2,656	-0.3%	-$93.1K	11.31%	2
2017 Q4	$34M	Buy	1,010,324 +4,372	+0.4%	+$143K	11.48%	2
2017 Q3	$31.5M	Sell	1,005,952 -3,192	-0.3%	-$97.7K	12.53%	3
2017 Q2	$30M	Buy	1,009,144 +5,056	+0.5%	+$148K	11.94%	3
2017 Q1	$28.6M	Sell	1,004,088 -17,772	-2%	-$493K	11.97%	3
2016 Q4	$26.8M	Buy	1,021,860 +7,528	+0.7%	+$195K	11.79%	2
2016 Q3	$26.4M	Sell	1,014,332 -20,376	-2%	-$530K	12.42%	3
2016 Q2	$26M	Buy	+1,034,708	New	+$25.8M	13.64%	1

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

Independence Advisors's IWF Position: Q3 2020 in Review

Independence Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.2% in Q3 2020, selling an estimated $1.8M and leaving 1,034,108 shares worth $56.1M. The position accounts for 12.03% of the portfolio, ranked #2.

Independence Advisors first reported a position in IWF in Q2 2016 and has held it in 18 quarters since. 1,320 funds tracked by Wall St. Rank hold IWF as of Q3 2020.

Independence Advisors held 1,034,108 shares of iShares Russell 1000 Growth ETF worth $56.1M as of Q3 2020.
Independence Advisors sold 34,148 iShares Russell 1000 Growth ETF shares in Q3 2020, an estimated $1.8M.
iShares Russell 1000 Growth ETF made up 12.03% of Independence Advisors's portfolio in Q3 2020, its #2 holding.
Independence Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2016 and has held it in 18 quarters since.
1,320 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.