MPS Loria Financial Planners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

MPS Loria Financial Planners’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 Q2	–	Sell	-332	Closed	-$20K	–	341
2021 Q1	$20K	Sell	332 -32	-9%	-$1.95K	0.01%	241
2020 Q4	$22K	Hold	364	–	–	0.01%	230
2020 Q3	$20K	Hold	364	–	–	0.01%	200
2020 Q2	$17K	Buy	+364	New	+$16K	0.01%	209
2017 Q3	–	Sell	-2,964	Closed	-$91K	–	212
2017 Q2	$91K	Buy	+2,964	New	+$87K	0.06%	118

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

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

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

MPS Loria Financial Planners's IWF Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2021, closing a stake of 332 shares — an estimated $20K sold.

MPS Loria Financial Planners first reported a position in IWF in Q2 2017 and held it in 5 quarters. The position peaked at $91K in Q2 2017. 1,517 funds tracked by Wall St. Rank hold IWF as of Q2 2021.

MPS Loria Financial Planners reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 332 iShares Russell 1000 Growth ETF shares in Q2 2021, an estimated $20K.
MPS Loria Financial Planners first reported a position in iShares Russell 1000 Growth ETF in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's iShares Russell 1000 Growth ETF position peaked at $91K in Q2 2017.
1,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.