Mid Atlantic Financial Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$2.08M	Sell	30,288 -232	-0.8%	-$16.4K	0.14%	140
2021 Q2	$2.07M	Buy	30,520 +720	+2%	+$46.4K	0.14%	144
2021 Q1	$1.81M	Sell	29,800 -7,280	-20%	-$443K	0.13%	149
2020 Q4	$2.23M	Buy	37,080 +6,292	+20%	+$358K	0.17%	127
2020 Q3	$1.73M	Sell	30,788 -512	-2%	-$27K	0.15%	131
2020 Q2	$1.5M	Sell	31,300 -7,584	-20%	-$334K	0.14%	133
2020 Q1	$1.47M	Sell	38,884 -644	-2%	-$27.8K	0.17%	115
2019 Q4	$1.74M	Sell	39,528 -20,296	-34%	-$847K	0.16%	126
2019 Q3	$2.39M	Sell	59,824 -1,204	-2%	-$48.3K	0.25%	77
2019 Q2	$2.4M	Sell	61,028 -3,752	-6%	-$145K	0.25%	82
2019 Q1	$2.45M	Sell	64,780 -2,280	-3%	-$81.9K	0.27%	73
2018 Q4	$2.19M	Buy	+67,060	New	+$2.36M	0.27%	80

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mid Atlantic Financial Management's IWF Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.76% in Q3 2021, selling an estimated $16.4K and leaving 30,288 shares worth $2.08M. The position accounts for 0.14% of the portfolio, ranked #140.

Mid Atlantic Financial Management first reported a position in IWF in Q4 2018 and has held it in 12 quarters since. The position peaked at $2.45M in Q1 2019. 1,522 funds tracked by Wall St. Rank hold IWF as of Q3 2021.

Mid Atlantic Financial Management held 30,288 shares of iShares Russell 1000 Growth ETF worth $2.08M as of Q3 2021.
Mid Atlantic Financial Management sold 232 iShares Russell 1000 Growth ETF shares in Q3 2021, an estimated $16.4K.
iShares Russell 1000 Growth ETF made up 0.14% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #140 holding.
Mid Atlantic Financial Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's iShares Russell 1000 Growth ETF position peaked at $2.45M in Q1 2019.
1,522 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.