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Newman & Schimel’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Newman & Schimel’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
2022
Q1 		– Sell
-2,692
Closed -$206K – 50
2021
Q4 		$206K Buy
+2,692
New +$200K 0.12% 48

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Newman & Schimel's IWF Position: Q1 2022 in Review

Newman & Schimel sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2022, closing a stake of 2,692 shares — an estimated $206K sold.

Newman & Schimel first reported a position in IWF in Q4 2021 and held it in 1 quarter. The position peaked at $206K in Q4 2021. 1,660 funds tracked by Wall St. Rank hold IWF as of Q1 2022.

  • Newman & Schimel reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Newman & Schimel sold 2,692 iShares Russell 1000 Growth ETF shares in Q1 2022, an estimated $206K.
  • Newman & Schimel first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and held it in 1 quarter.
  • Newman & Schimel's iShares Russell 1000 Growth ETF position peaked at $206K in Q4 2021.
  • 1,660 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2022.

Based on Newman & Schimel's 13F filing for Q1 2022, filed 15 Apr 2022.