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Lighthouse Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Lighthouse Financial Advisors’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
Q1 		– Sell
-3,692
Closed -$222K – 114
2020
Q4 		$222K Buy
+3,692
New +$210K 0.08% 103
2020
Q1 		– Sell
-3,048
Closed -$134K – 168
2019
Q4 		$134K Buy
+3,048
New +$127K 0.06% 85

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lighthouse Financial Advisors's IWF Position: Q1 2021 in Review

Lighthouse Financial Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2021, closing a stake of 3,692 shares — an estimated $222K sold.

Lighthouse Financial Advisors first reported a position in IWF in Q4 2019 and held it in 2 quarters. The position peaked at $222K in Q4 2020. 1,472 funds tracked by Wall St. Rank hold IWF as of Q1 2021.

  • Lighthouse Financial Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 3,692 iShares Russell 1000 Growth ETF shares in Q1 2021, an estimated $222K.
  • Lighthouse Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 2 quarters.
  • Lighthouse Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $222K in Q4 2020.
  • 1,472 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.