Iowa State Bank’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Iowa State Bank’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
2022 Q2	–	Sell	-3,572	Closed	-$248K	–	118
2022 Q1	$248K	Hold	3,572	–	–	0.06%	111
2021 Q4	$273K	Hold	3,572	–	–	0.06%	110
2021 Q3	$245K	Hold	3,572	–	–	0.07%	111
2021 Q2	$242K	Hold	3,572	–	–	0.07%	113
2021 Q1	$217K	Hold	3,572	–	–	0.07%	118
2020 Q4	$215K	Buy	+3,572	New	+$203K	0.07%	117

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Iowa State Bank's IWF Position: Q2 2022 in Review

Iowa State Bank sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2022, closing a stake of 3,572 shares — an estimated $248K sold.

Iowa State Bank first reported a position in IWF in Q4 2020 and held it in 6 quarters. The position peaked at $273K in Q4 2021. 1,594 funds tracked by Wall St. Rank hold IWF as of Q2 2022.

Iowa State Bank reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2022 after selling out during the quarter.
Iowa State Bank sold 3,572 iShares Russell 1000 Growth ETF shares in Q2 2022, an estimated $248K.
Iowa State Bank first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and held it in 6 quarters.
Iowa State Bank's iShares Russell 1000 Growth ETF position peaked at $273K in Q4 2021.
1,594 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2022.

Based on Iowa State Bank's 13F filing for Q2 2022, filed 5 Aug 2022.