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Johanson Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Johanson Financial 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
2021
Q4 		$9.95M Sell
130,288
-2,304
-2% -$171K 3.05% 7
2021
Q3 		$9.08M Sell
132,592
-1,072
-0.8% -$75.8K 3.13% 7
2021
Q2 		$9.25M Sell
133,664
-584
-0.4% -$37.7K 3.13% 7
2021
Q1 		$8.62M Sell
134,248
-6,464
-5% -$393K 3.14% 7
2020
Q4 		$8.48M Sell
140,712
-820
-0.6% -$46.7K 3.42% 7
2020
Q3 		$7.76M Sell
141,532
-1,012
-0.7% -$53.3K 3.47% 8
2020
Q2 		$6.84M Sell
142,544
-96
-0.1% -$4.23K 3.42% 8
2020
Q1 		$5.37M Sell
142,640
-26,067,932
-99% -$1.12B 3.09% 9
2019
Q4 		$37.2M Buy
26,210,572
+26,061,100
+17,435% +$1.09B 1.77% 15
2019
Q3 		$5.96M Sell
149,472
-4,296
-3% -$172K 3.1% 7
2019
Q2 		$6.05M Sell
153,768
-2,508
-2% -$97.1K 3.22% 7
2019
Q1 		$5.91M Buy
156,276
+2,436
+2% +$87.5K 3.32% 6
2018
Q4 		$5.04M Sell
153,840
-484
-0.3% -$17.1K 3.39% 6
2018
Q3 		$6.02M Sell
154,324
-2,328
-1% -$88.2K 3.48% 6
2018
Q2 		$5.63M Buy
156,652
+68
+0% +$2.4K 3.57% 6
2018
Q1 		$5.32M Sell
156,584
-1,488
-0.9% -$52.2K 3.53% 9
2017
Q4 		$5.33M Sell
158,072
-560
-0.4% -$18.4K 3.53% 8
2017
Q3 		$4.96M Buy
158,632
+2,168
+1% +$66.3K 3.63% 8
2017
Q2 		$4.66M Sell
156,464
-236
-0.2% -$6.93K 3.79% 7
2017
Q1 		$4.46M Buy
+156,700
New +$4.35M 3.93% 8
2016
Q4 		– Sell
-155,628
Closed -$4.05M – 36
2016
Q3 		$4.05M Sell
155,628
-1,368
-0.9% -$35.6K 4.36% 7
2016
Q2 		$3.94M Sell
156,996
-492
-0.3% -$12.3K 4.64% 6
2016
Q1 		$3.93M Buy
157,488
+520
+0.3% +$12.3K 4.84% 6
2015
Q4 		$3.9M Buy
+156,968
New +$3.92M 5.09% 5

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Johanson Financial Advisors's IWF Position: Q4 2021 in Review

Johanson Financial Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.7% in Q4 2021, selling an estimated $171K and leaving 130,288 shares worth $9.95M. The position accounts for 3.05% of the portfolio, ranked #7.

Johanson Financial Advisors first reported a position in IWF in Q4 2015 and has held it in 24 quarters since. The position peaked at $37.2M in Q4 2019. 1,743 funds tracked by Wall St. Rank hold IWF as of Q4 2021.

  • Johanson Financial Advisors held 130,288 shares of iShares Russell 1000 Growth ETF worth $9.95M as of Q4 2021.
  • Johanson Financial Advisors sold 2,304 iShares Russell 1000 Growth ETF shares in Q4 2021, an estimated $171K.
  • iShares Russell 1000 Growth ETF made up 3.05% of Johanson Financial Advisors's portfolio in Q4 2021, its #7 holding.
  • Johanson Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 24 quarters since.
  • Johanson Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $37.2M in Q4 2019.
  • 1,743 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.