Leelyn Smith’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Leelyn Smith’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 Q2	–	Sell	-2,704	Closed	-$164K	–	369
2021 Q1	$164K	Hold	2,704	–	–	0.05%	127
2020 Q4	$163K	Buy	2,704 +112	+4%	+$6.38K	0.05%	126
2020 Q3	$141K	Buy	2,592 +4	+0.2%	+$211	0.05%	140
2020 Q2	$124K	Buy	+2,588	New	+$114K	0.05%	142

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Leelyn Smith's IWF Position: Q2 2021 in Review

Leelyn Smith sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2021, closing a stake of 2,704 shares — an estimated $164K sold.

Leelyn Smith first reported a position in IWF in Q2 2020 and held it in 4 quarters. The position peaked at $164K in Q1 2021. 1,518 funds tracked by Wall St. Rank hold IWF as of Q2 2021.

Leelyn Smith reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2021 after selling out during the quarter.
Leelyn Smith sold 2,704 iShares Russell 1000 Growth ETF shares in Q2 2021, an estimated $164K.
Leelyn Smith first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and held it in 4 quarters.
Leelyn Smith's iShares Russell 1000 Growth ETF position peaked at $164K in Q1 2021.
1,518 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2021.

Based on Leelyn Smith's 13F filing for Q2 2021, filed 31 Aug 2021.