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

Independence Wealth 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 Q4	$7.33M	Sell	121,544 -928	-0.8%	-$52.8K	16.43%	3
2020 Q3	$6.64M	Sell	122,472 -11,216	-8%	-$591K	17.13%	2
2020 Q2	$6.42M	Sell	133,688 -6,244	-4%	-$275K	15.43%	2
2020 Q1	$5.27M	Sell	139,932 -6,800	-5%	-$293K	6.33%	8
2019 Q4	$6.45M	Sell	146,732 -3,956	-3%	-$165K	6.27%	9
2019 Q3	$6.01M	Sell	150,688 -37,704	-20%	-$1.51M	6.35%	8
2019 Q2	$7.41M	Buy	188,392 +20,480	+12%	+$793K	7.31%	5
2019 Q1	$6.35M	Sell	167,912 -1,460	-0.9%	-$52.5K	6.85%	8
2018 Q4	$5.54M	Buy	169,372 +3,352	+2%	+$118K	6.66%	9
2018 Q3	$6.47M	Sell	166,020 -400	-0.2%	-$15.1K	6.56%	7
2018 Q2	$5.98M	Sell	166,420 -7,596	-4%	-$268K	6.21%	7
2018 Q1	$5.92M	Sell	174,016 -6,424	-4%	-$225K	5.47%	7
2017 Q4	$6.08M	Buy	+180,440	New	+$5.91M	5.56%	7

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Independence Wealth Advisors's IWF Position: Q4 2020 in Review

Independence Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.76% in Q4 2020, selling an estimated $52.8K and leaving 121,544 shares worth $7.33M. The position accounts for 16.43% of the portfolio, ranked #3.

Independence Wealth Advisors first reported a position in IWF in Q4 2017 and has held it in 13 quarters since. The position peaked at $7.41M in Q2 2019. 1,486 funds tracked by Wall St. Rank hold IWF as of Q4 2020.

Independence Wealth Advisors held 121,544 shares of iShares Russell 1000 Growth ETF worth $7.33M as of Q4 2020.
Independence Wealth Advisors sold 928 iShares Russell 1000 Growth ETF shares in Q4 2020, an estimated $52.8K.
iShares Russell 1000 Growth ETF made up 16.43% of Independence Wealth Advisors's portfolio in Q4 2020, its #3 holding.
Independence Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 13 quarters since.
Independence Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $7.41M in Q2 2019.
1,486 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2020.

Based on Independence Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.