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Jeppson Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Jeppson Wealth Management’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 		– Sell
-360
Closed -$20K – 282
2020
Q3 		$20K Buy
+360
New +$19K 0.02% 334

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jeppson Wealth Management's IWF Position: Q4 2020 in Review

Jeppson Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2020, closing a stake of 360 shares — an estimated $20K sold.

Jeppson Wealth Management first reported a position in IWF in Q3 2020 and held it in 1 quarter. The position peaked at $20K in Q3 2020. 1,485 funds tracked by Wall St. Rank hold IWF as of Q4 2020.

  • Jeppson Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 360 iShares Russell 1000 Growth ETF shares in Q4 2020, an estimated $20K.
  • Jeppson Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's iShares Russell 1000 Growth ETF position peaked at $20K in Q3 2020.
  • 1,485 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.