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Moneywise Inc’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Moneywise Inc’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
-2,908
Closed -$202K – 55
2022
Q1 		$202K Hold
2,908
– – 0.13% 51
2021
Q4 		$222K Buy
+2,908
New +$216K 0.14% 50

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Moneywise Inc's IWF Position: Q2 2022 in Review

Moneywise Inc sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2022, closing a stake of 2,908 shares — an estimated $202K sold.

Moneywise Inc first reported a position in IWF in Q4 2021 and held it in 2 quarters. The position peaked at $222K in Q4 2021. 1,594 funds tracked by Wall St. Rank hold IWF as of Q2 2022.

  • Moneywise Inc reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Moneywise Inc sold 2,908 iShares Russell 1000 Growth ETF shares in Q2 2022, an estimated $202K.
  • Moneywise Inc first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and held it in 2 quarters.
  • Moneywise Inc's iShares Russell 1000 Growth ETF position peaked at $222K in Q4 2021.
  • 1,594 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2022.

Based on Moneywise Inc's 13F filing for Q2 2022, filed 2 Aug 2022.