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

Lake Point 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 Q2	–	Sell	-12	Closed	-$1K	–	473
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	388
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	394
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	367
2021 Q2	$1K	Buy	+12	New	+$774	﹤0.01%	379
2020 Q1	$9K	Sell	236 -404	-63%	-$17.4K	0.01%	113
2019 Q4	$28K	Buy	+640	New	+$26.7K	0.01%	172
2019 Q2	$11K	Hold	292	–	–	﹤0.01%	309
2019 Q1	$11K	Sell	292 -7,872	-96%	-$283K	﹤0.01%	309
2018 Q4	$267K	Buy	+8,164	New	+$288K	0.1%	114

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

Lake Point Wealth Management's IWF Position: Q2 2022 in Review

Lake Point Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2022, closing a stake of 12 shares — an estimated $1K sold.

Lake Point Wealth Management first reported a position in IWF in Q4 2018 and held it in 9 quarters. The position peaked at $267K in Q4 2018. 1,594 funds tracked by Wall St. Rank hold IWF as of Q2 2022.

Lake Point Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2022 after selling out during the quarter.
Lake Point Wealth Management sold 12 iShares Russell 1000 Growth ETF shares in Q2 2022, an estimated $1K.
Lake Point Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and held it in 9 quarters.
Lake Point Wealth Management's iShares Russell 1000 Growth ETF position peaked at $267K in Q4 2018.
1,594 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.