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

Marietta 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	-3,584	Closed	-$249K	–	112
2022 Q1	$249K	Sell	3,584 -352	-9%	-$24K	0.05%	107
2021 Q4	$301K	Buy	3,936 +172	+5%	+$12.8K	0.06%	108
2021 Q3	$258K	Hold	3,764	–	–	0.06%	111
2021 Q2	$255K	Sell	3,764 -48	-1%	-$3.1K	0.06%	109
2021 Q1	$232K	Sell	3,812 -1,844	-33%	-$112K	0.06%	109
2020 Q4	$341K	Buy	5,656 +1,844	+48%	+$105K	0.09%	101
2020 Q3	$207K	Buy	+3,812	New	+$201K	0.06%	101

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

Marietta Wealth Management's IWF Position: Q2 2022 in Review

Marietta Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2022, closing a stake of 3,584 shares — an estimated $249K sold.

Marietta Wealth Management first reported a position in IWF in Q3 2020 and held it in 7 quarters. The position peaked at $341K in Q4 2020. 1,594 funds tracked by Wall St. Rank hold IWF as of Q2 2022.

Marietta Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2022 after selling out during the quarter.
Marietta Wealth Management sold 3,584 iShares Russell 1000 Growth ETF shares in Q2 2022, an estimated $249K.
Marietta Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and held it in 7 quarters.
Marietta Wealth Management's iShares Russell 1000 Growth ETF position peaked at $341K in Q4 2020.
1,594 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2022.

Based on Marietta Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.