Nelson Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Nelson Capital 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 Q4	–	Sell	-3,904	Closed	-$212K	–	98
2020 Q3	$212K	Buy	+3,904	New	+$206K	0.04%	95
2019 Q4	–	Sell	-3,904	Closed	-$155K	–	197
2019 Q3	$155K	Sell	3,904 -2,396	-38%	-$96.1K	0.04%	100
2019 Q2	$247K	Buy	+6,300	New	+$244K	0.06%	87
2019 Q1	–	Sell	-6,300	Closed	-$206K	–	318
2018 Q4	$206K	Buy	+6,300	New	+$222K	0.06%	90

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

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

Nelson Capital Management's IWF Position: Q4 2020 in Review

Nelson Capital Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2020, closing a stake of 3,904 shares — an estimated $212K sold.

Nelson Capital Management first reported a position in IWF in Q4 2018 and held it in 4 quarters. The position peaked at $247K in Q2 2019. 1,485 funds tracked by Wall St. Rank hold IWF as of Q4 2020.

Nelson Capital Management reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2020 after selling out during the quarter.
Nelson Capital Management sold 3,904 iShares Russell 1000 Growth ETF shares in Q4 2020, an estimated $212K.
Nelson Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and held it in 4 quarters.
Nelson Capital Management's iShares Russell 1000 Growth ETF position peaked at $247K in Q2 2019.
1,485 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2020.

Based on Nelson Capital Management's 13F filing for Q4 2020, filed 17 Feb 2021.