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

Minot 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	$464K	Hold	8,492	–	–	0.12%	117
2022 Q1	$589K	Buy	8,492 +20	+0.2%	+$1.36K	0.13%	116
2021 Q4	$647K	Buy	8,472 +376	+5%	+$27.9K	0.12%	115
2021 Q3	$555K	Sell	8,096 -4	-0%	-$283	0.12%	118
2021 Q2	$563K	Buy	8,100 +4	+0%	+$258	0.12%	117
2021 Q1	$492K	Sell	8,096 -3,800	-32%	-$231K	0.13%	116
2020 Q4	$717K	Hold	11,896	–	–	0.21%	94
2020 Q3	$645K	Buy	+11,896	New	+$627K	0.24%	85

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Minot Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2022 at 8,492 shares worth $464K. The position accounts for 0.12% of the portfolio, ranked #117.

Minot Wealth Management first reported a position in IWF in Q3 2020 and has held it in 8 quarters since. The position peaked at $717K in Q4 2020. 1,596 funds tracked by Wall St. Rank hold IWF as of Q2 2022.

Minot Wealth Management held 8,492 shares of iShares Russell 1000 Growth ETF worth $464K as of Q2 2022.
Minot Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2022.
iShares Russell 1000 Growth ETF made up 0.12% of Minot Wealth Management's portfolio in Q2 2022, its #117 holding.
Minot Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and has held it in 8 quarters since.
Minot Wealth Management's iShares Russell 1000 Growth ETF position peaked at $717K in Q4 2020.
1,596 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.