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

Moulton 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
2020
Q1 		– Sell
-6,720
Closed -$297K – 17
2019
Q4 		$297K Buy
+6,720
New +$281K 0.25% 26

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Moulton Wealth Management's IWF Position: Q1 2020 in Review

Moulton Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2020, closing a stake of 6,720 shares — an estimated $297K sold.

Moulton Wealth Management first reported a position in IWF in Q4 2019 and held it in 1 quarter. The position peaked at $297K in Q4 2019. 1,217 funds tracked by Wall St. Rank hold IWF as of Q1 2020.

  • Moulton Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Moulton Wealth Management sold 6,720 iShares Russell 1000 Growth ETF shares in Q1 2020, an estimated $297K.
  • Moulton Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 1 quarter.
  • Moulton Wealth Management's iShares Russell 1000 Growth ETF position peaked at $297K in Q4 2019.
  • 1,217 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2020.

Based on Moulton Wealth Management's 13F filing for Q1 2020, filed 13 Apr 2020.