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Next Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Next Financial 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
Q4 		$2.4M Buy
31,400
+10,652
+51% +$790K 0.16% 143
2021
Q3 		$1.42M Sell
20,748
-1,624
-7% -$115K 0.11% 205
2021
Q2 		$1.52M Sell
22,372
-6,096
-21% -$393K 0.12% 192
2021
Q1 		$1.73M Sell
28,468
-7,184
-20% -$437K 0.15% 149
2020
Q4 		$2.15M Sell
35,652
-10,748
-23% -$612K 0.21% 114
2020
Q3 		$2.52M Sell
46,400
-10,280
-18% -$542K 0.27% 92
2020
Q2 		$2.72M Buy
56,680
+21,712
+62% +$957K 0.32% 81
2020
Q1 		$1.32M Sell
34,968
-23,724
-40% -$1.02M 0.17% 133
2019
Q4 		$2.58M Sell
58,692
-172
-0.3% -$7.18K 0.27% 86
2019
Q3 		$2.35M Buy
58,864
+3,136
+6% +$126K 0.26% 88
2019
Q2 		$2.19M Buy
55,728
+26,540
+91% +$1.03M 0.23% 104
2019
Q1 		$1.1M Buy
29,188
+16,380
+128% +$589K 0.28% 43
2018
Q4 		$419K Buy
12,808
+748
+6% +$26.4K 0.09% 248
2018
Q3 		$470K Sell
12,060
-616
-5% -$23.3K 0.22% 102
2018
Q2 		$456K Sell
12,676
-56
-0.4% -$1.98K 0.18% 146
2018
Q1 		$433K Buy
12,732
+4,276
+51% +$150K 0.09% 240
2017
Q4 		$285K Buy
8,456
+56
+0.7% +$1.83K 0.12% 198
2017
Q3 		$268K Sell
8,400
-300
-3% -$9.18K 0.07% 259
2017
Q2 		$259K Buy
8,700
+248
+3% +$7.28K 0.06% 300
2017
Q1 		$246K Sell
8,452
-7,736
-48% -$215K 0.07% 270
2016
Q4 		$425K Buy
16,188
+3,300
+26% +$85.7K 0.07% 293
2016
Q3 		$336K Buy
12,888
+11,664
+953% +$303K 0.06% 326
2016
Q2 		$30K Buy
1,224
+172
+16% +$4.29K 0.01% 809
2016
Q1 		$26K Hold
1,052
– – 0.01% 839
2015
Q4 		$26K Sell
1,052
-42,740
-98% -$1.07M 0.01% 835
2015
Q3 		$1.02M Buy
43,792
+2,752
+7% +$67.7K 0.36% 66
2015
Q2 		$1.01M Buy
41,040
+3,488
+9% +$87.7K 0.35% 72
2015
Q1 		$928K Sell
37,552
-60
-0.2% -$1.47K 0.3% 90
2014
Q4 		$899K Sell
37,612
-17,424
-32% -$408K 0.3% 87
2014
Q3 		$1.26M Buy
55,036
+55,008
+196,457% +$1.26M 0.25% 93
2014
Q2 		$1K Buy
+28
New +$614 ﹤0.01% 1157

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Next Financial Group's IWF Position: Q4 2021 in Review

Next Financial Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 51% in Q4 2021, buying an estimated $790K and bringing the position to 31,400 shares worth $2.4M. The position accounts for 0.16% of the portfolio, ranked #143.

Next Financial Group first reported a position in IWF in Q2 2014 and has held it in 31 quarters since. The position peaked at $2.72M in Q2 2020. 1,743 funds tracked by Wall St. Rank hold IWF as of Q4 2021.

  • Next Financial Group held 31,400 shares of iShares Russell 1000 Growth ETF worth $2.4M as of Q4 2021.
  • Next Financial Group bought 10,652 iShares Russell 1000 Growth ETF shares in Q4 2021, an estimated $790K.
  • iShares Russell 1000 Growth ETF made up 0.16% of Next Financial Group's portfolio in Q4 2021, its #143 holding.
  • Next Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2014 and has held it in 31 quarters since.
  • Next Financial Group's iShares Russell 1000 Growth ETF position peaked at $2.72M in Q2 2020.
  • 1,743 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.