Kays Financial Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Kays Financial Advisory’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 Q3	$363K	Buy	+6,700	New	+$353K	0.06%	70

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kays Financial Advisory's IWF Position: Q3 2020 in Review

Kays Financial Advisory opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q3 2020: 6,700 shares worth $363K. The stake represents 0.06% of the portfolio and ranks #70 among its holdings.

1,321 funds tracked by Wall St. Rank hold IWF as of Q3 2020.

Kays Financial Advisory held 6,700 shares of iShares Russell 1000 Growth ETF worth $363K as of Q3 2020.
iShares Russell 1000 Growth ETF was a new Kays Financial Advisory position in Q3 2020.
iShares Russell 1000 Growth ETF made up 0.06% of Kays Financial Advisory's portfolio in Q3 2020, its #70 holding.
1,321 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2020.

Based on Kays Financial Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.