IP
IWF icon

Intellectus Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Intellectus Partners’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
2019
Q2 		– Sell
-4,120
Closed -$156K – 293
2019
Q1 		$156K Buy
+4,120
New +$148K 0.07% 199
2018
Q4 		– Sell
-4,120
Closed -$161K – 407
2018
Q3 		$161K Hold
4,120
– – 0.06% 248
2018
Q2 		$148K Buy
4,120
+2,800
+212% +$98.8K 0.05% 248
2018
Q1 		$45K Hold
1,320
– – 0.02% 353
2017
Q4 		$44K Hold
1,320
– – 0.02% 355
2017
Q3 		$41K Buy
+1,320
New +$40.4K 0.02% 428
2017
Q1 		– Sell
-732
Closed -$19K – 707
2016
Q4 		$19K Buy
+732
New +$19K 0.01% 455

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return