Northstar Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Northstar Advisory 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
2023 Q2	–	Sell	-5,380	Closed	-$329K	–	92
2023 Q1	$329K	Buy	+5,380	New	+$310K	0.25%	65
2022 Q1	–	Sell	-2,964	Closed	-$226K	–	112
2021 Q4	$226K	Buy	+2,964	New	+$220K	0.13%	95
2021 Q3	–	Sell	-3,336	Closed	-$226K	–	80
2021 Q2	$226K	Hold	3,336	–	–	0.14%	104
2021 Q1	$203K	Sell	3,336 -32,548	-91%	-$1.98M	0.16%	102
2020 Q4	$2.16M	Buy	+35,884	New	+$2.04M	1.82%	12

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northstar Advisory Group's IWF Position: Q2 2023 in Review

Northstar Advisory Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2023, closing a stake of 5,380 shares — an estimated $329K sold.

Northstar Advisory Group first reported a position in IWF in Q4 2020 and held it in 5 quarters. The position peaked at $2.16M in Q4 2020. 1,770 funds tracked by Wall St. Rank hold IWF as of Q2 2023.

Northstar Advisory Group reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2023 after selling out during the quarter.
Northstar Advisory Group sold 5,380 iShares Russell 1000 Growth ETF shares in Q2 2023, an estimated $329K.
Northstar Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and held it in 5 quarters.
Northstar Advisory Group's iShares Russell 1000 Growth ETF position peaked at $2.16M in Q4 2020.
1,770 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2023.

Based on Northstar Advisory Group's 13F filing for Q2 2023, filed 13 Jul 2023.