New England Investment & Retirement Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

New England Investment & Retirement Group’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 Q3	$1.03M	Buy	14,980 +24	+0.2%	+$1.7K	0.24%	58
2021 Q2	$1.01M	Buy	14,956 +20	+0.1%	+$1.29K	0.22%	60
2021 Q1	$908K	Buy	14,936 +20	+0.1%	+$1.22K	0.22%	57
2020 Q4	$899K	Buy	+14,916	New	+$849K	0.21%	55

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

New England Investment & Retirement Group's IWF Position: Q3 2021 in Review

New England Investment & Retirement Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.16% in Q3 2021, buying an estimated $1.7K and bringing the position to 14,980 shares worth $1.03M. The position accounts for 0.24% of the portfolio, ranked #58.

New England Investment & Retirement Group first reported a position in IWF in Q4 2020 and has held it in 4 quarters since. 1,522 funds tracked by Wall St. Rank hold IWF as of Q3 2021.

New England Investment & Retirement Group held 14,980 shares of iShares Russell 1000 Growth ETF worth $1.03M as of Q3 2021.
New England Investment & Retirement Group bought 24 iShares Russell 1000 Growth ETF shares in Q3 2021, an estimated $1.7K.
iShares Russell 1000 Growth ETF made up 0.24% of New England Investment & Retirement Group's portfolio in Q3 2021, its #58 holding.
New England Investment & Retirement Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 4 quarters since.
1,522 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2021.

Based on New England Investment & Retirement Group's 13F filing for Q3 2021, filed 28 Oct 2021.