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IWF icon

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

JOYN 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
2020
Q1 		$31.8M Sell
843,980
-30,196
-3% -$1.3M 10.58% 4
2019
Q4 		$38.4M Sell
874,176
-61,596
-7% -$2.57M 8.23% 5
2019
Q3 		$37.3M Sell
935,772
-24,928
-3% -$999K 8.25% 5
2019
Q2 		$36.9M Sell
960,700
-49,748
-5% -$1.93M 8.3% 5
2019
Q1 		$38.2M Sell
1,010,448
-42,828
-4% -$1.54M 8.8% 5
2018
Q4 		$34.5M Buy
1,053,276
+78,580
+8% +$2.77M 7.82% 5
2018
Q3 		$38M Sell
974,696
-23,076
-2% -$874K 7.14% 6
2018
Q2 		$35.9M Sell
997,772
-116,072
-10% -$4.1M 7.68% 6
2018
Q1 		$37.9M Sell
1,113,844
-69,300
-6% -$2.43M 8.12% 5
2017
Q4 		$39.8M Sell
1,183,144
-8,364
-0.7% -$274K 8.48% 4
2017
Q3 		$37.3M Sell
1,191,508
-5,796
-0.5% -$177K 10.33% 4
2017
Q2 		$35.6M Sell
1,197,304
-108,948
-8% -$3.2M 10.51% 4
2017
Q1 		$37.2M Sell
1,306,252
-66,492
-5% -$1.84M 12.13% 3
2016
Q4 		$36M Sell
1,372,744
-107,628
-7% -$2.79M 12.53% 3
2016
Q3 		$38.6M Buy
1,480,372
+14,856
+1% +$386K 13.51% 3
2016
Q2 		$36.8M Sell
1,465,516
-401,336
-21% -$10M 13.99% 2
2016
Q1 		$46.6M Buy
1,866,852
+45,884
+3% +$1.08M 18.45% 2
2015
Q4 		$45.3M Sell
1,820,968
-111,524
-6% -$2.78M 17.78% 2
2015
Q3 		$44.9M Sell
1,932,492
-165,576
-8% -$4.07M 17.42% 2
2015
Q2 		$51.9M Sell
2,098,068
-60,064
-3% -$1.51M 21.37% 2
2015
Q1 		$53.4M Sell
2,158,132
-119,028
-5% -$2.91M 21.49% 2
2014
Q4 		$54.4M Sell
2,277,160
-147,008
-6% -$3.44M 22.32% 2
2014
Q3 		$55.5M Sell
2,424,168
-201,812
-8% -$4.62M 23.28% 2
2014
Q2 		$59.7M Sell
2,625,980
-60,900
-2% -$1.34M 26.59% 2
2014
Q1 		$58.1M Buy
2,686,880
+174,780
+7% +$3.75M 26.48% 2
2013
Q4 		$54M Buy
2,512,100
+46,236
+2% +$949K 28.3% 2
2013
Q3 		$48.2M Buy
+2,465,864
New +$47.2M 24.07% 2
2013
Q2 		– Hold
0
– – – 2

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

JOYN Advisors's IWF Position: Q1 2020 in Review

JOYN Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.5% in Q1 2020, selling an estimated $1.3M and leaving 843,980 shares worth $31.8M. The position accounts for 10.58% of the portfolio, ranked #4.

JOYN Advisors first reported a position in IWF in Q3 2013 and has held it in 27 quarters since. The position peaked at $59.7M in Q2 2014. 1,217 funds tracked by Wall St. Rank hold IWF as of Q1 2020.

  • JOYN Advisors held 843,980 shares of iShares Russell 1000 Growth ETF worth $31.8M as of Q1 2020.
  • JOYN Advisors sold 30,196 iShares Russell 1000 Growth ETF shares in Q1 2020, an estimated $1.3M.
  • iShares Russell 1000 Growth ETF made up 10.58% of JOYN Advisors's portfolio in Q1 2020, its #4 holding.
  • JOYN Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2013 and has held it in 27 quarters since.
  • JOYN Advisors's iShares Russell 1000 Growth ETF position peaked at $59.7M in Q2 2014.
  • 1,217 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.