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

Integer Wealth Advisors Group’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 Q1	$17.6M	Buy	273,736 +28,192	+11%	+$1.72M	9.57%	1
2020 Q4	$14.5M	Buy	245,544 +57,240	+30%	+$3.26M	9.57%	1
2020 Q3	$10.2M	Sell	188,304 -1,340	-0.7%	-$70.6K	9.38%	1
2020 Q2	$9.57M	Buy	189,644 +624	+0.3%	+$27.5K	9.79%	1
2020 Q1	$8.35M	Buy	189,020 +8,232	+5%	+$355K	9.49%	1
2019 Q4	$8.39M	Buy	+180,788	New	+$7.55M	8.32%	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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Integer Wealth Advisors Group's IWF Position: Q1 2021 in Review

Integer Wealth Advisors Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 11% in Q1 2021, buying an estimated $1.72M and bringing the position to 273,736 shares worth $17.6M. The position accounts for 9.57% of the portfolio, ranked #1.

Integer Wealth Advisors Group first reported a position in IWF in Q4 2019 and has held it in 6 quarters since. 1,473 funds tracked by Wall St. Rank hold IWF as of Q1 2021.

Integer Wealth Advisors Group held 273,736 shares of iShares Russell 1000 Growth ETF worth $17.6M as of Q1 2021.
Integer Wealth Advisors Group bought 28,192 iShares Russell 1000 Growth ETF shares in Q1 2021, an estimated $1.72M.
iShares Russell 1000 Growth ETF made up 9.57% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #1 holding.
Integer Wealth Advisors Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 6 quarters since.
1,473 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.