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

Laidlaw 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
2022 Q1	–	Sell	-2,856	Closed	-$218K	–	412
2021 Q4	$218K	Buy	+2,856	New	+$212K	0.03%	372
2020 Q1	–	Sell	-5,292	Closed	-$233K	–	162
2019 Q4	$233K	Buy	+5,292	New	+$221K	0.15%	146

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

Laidlaw Wealth Management's IWF Position: Q1 2022 in Review

Laidlaw Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2022, closing a stake of 2,856 shares — an estimated $218K sold.

Laidlaw Wealth Management first reported a position in IWF in Q4 2019 and held it in 2 quarters. The position peaked at $233K in Q4 2019. 1,660 funds tracked by Wall St. Rank hold IWF as of Q1 2022.

Laidlaw Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2022 after selling out during the quarter.
Laidlaw Wealth Management sold 2,856 iShares Russell 1000 Growth ETF shares in Q1 2022, an estimated $218K.
Laidlaw Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 2 quarters.
Laidlaw Wealth Management's iShares Russell 1000 Growth ETF position peaked at $233K in Q4 2019.
1,660 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2022.

Based on Laidlaw Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.