Level Four Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Level Four Financial’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 Q3	$997K	Buy	14,552 +920	+7%	+$65.1K	0.43%	57
2021 Q2	$925K	Sell	13,632 -4,056	-23%	-$261K	0.39%	70
2021 Q1	$1.07M	Sell	17,688 -804	-4%	-$48.9K	0.5%	52
2020 Q4	$1.11M	Buy	+18,492	New	+$1.05M	0.48%	54

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Level Four Financial's IWF Position: Q3 2021 in Review

Level Four Financial increased its iShares Russell 1000 Growth ETF (IWF) stake by 6.7% in Q3 2021, buying an estimated $65.1K and bringing the position to 14,552 shares worth $997K. The position accounts for 0.43% of the portfolio, ranked #57.

Level Four Financial first reported a position in IWF in Q4 2020 and has held it in 4 quarters since. The position peaked at $1.11M in Q4 2020. 1,523 funds tracked by Wall St. Rank hold IWF as of Q3 2021.

Level Four Financial held 14,552 shares of iShares Russell 1000 Growth ETF worth $997K as of Q3 2021.
Level Four Financial bought 920 iShares Russell 1000 Growth ETF shares in Q3 2021, an estimated $65.1K.
iShares Russell 1000 Growth ETF made up 0.43% of Level Four Financial's portfolio in Q3 2021, its #57 holding.
Level Four Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 4 quarters since.
Level Four Financial's iShares Russell 1000 Growth ETF position peaked at $1.11M in Q4 2020.
1,523 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.