Nachman Norwood & Parrott’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Nachman Norwood & Parrott’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	$3.27M	Sell	48,204 -4,256	-8%	-$274K	0.33%	64
2021 Q1	$3.19M	Hold	52,460	–	–	0.35%	61
2020 Q4	$3.16M	Sell	52,460 -432	-0.8%	-$24.6K	0.37%	53
2020 Q3	$2.87M	Buy	52,892 +28	+0.1%	+$1.48K	0.39%	51
2020 Q2	$2.54M	Buy	52,864 +40	+0.1%	+$1.76K	0.42%	56
2020 Q1	$1.99M	Buy	52,824 +612	+1%	+$26.4K	0.4%	57
2019 Q4	$2.3M	Buy	52,212 +16	+0%	+$668	0.38%	60
2019 Q3	$2.08M	Sell	52,196 -3,876	-7%	-$155K	0.37%	60
2019 Q2	$2.21M	Buy	56,072 +2,784	+5%	+$108K	0.4%	59
2019 Q1	$2.02M	Buy	53,288 +860	+2%	+$30.9K	0.38%	64
2018 Q4	$1.72M	Buy	+52,428	New	+$1.85M	0.36%	67

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 $424B AUM 22.96% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Nachman Norwood & Parrott's IWF Position: Q2 2021 in Review

Nachman Norwood & Parrott reduced its iShares Russell 1000 Growth ETF (IWF) stake by 8.1% in Q2 2021, selling an estimated $274K and leaving 48,204 shares worth $3.27M. The position accounts for 0.33% of the portfolio, ranked #64.

Nachman Norwood & Parrott first reported a position in IWF in Q4 2018 and has held it in 11 quarters since. 1,517 funds tracked by Wall St. Rank hold IWF as of Q2 2021.

Nachman Norwood & Parrott held 48,204 shares of iShares Russell 1000 Growth ETF worth $3.27M as of Q2 2021.
Nachman Norwood & Parrott sold 4,256 iShares Russell 1000 Growth ETF shares in Q2 2021, an estimated $274K.
iShares Russell 1000 Growth ETF made up 0.33% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #64 holding.
Nachman Norwood & Parrott first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 11 quarters since.
1,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.