Northstar Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Northstar Investment Advisors’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 Q2	$714K	Sell	10,176 -348	-3%	-$22.4K	0.09%	111
2021 Q1	$639K	Sell	10,524 -100	-0.9%	-$6.09K	0.09%	112
2020 Q4	$640K	Sell	10,624 -120	-1%	-$6.83K	0.1%	100
2020 Q3	$583K	Sell	10,744 -400	-4%	-$21.1K	0.1%	93
2020 Q2	$535K	Hold	11,144	–	–	0.11%	96
2020 Q1	$420K	Hold	11,144	–	–	0.1%	95
2019 Q4	$490K	Hold	11,144	–	–	0.08%	108
2019 Q3	$446K	Hold	11,144	–	–	0.07%	103
2019 Q2	$438K	Hold	11,144	–	–	0.08%	95
2019 Q1	$422K	Hold	11,144	–	–	0.08%	98
2018 Q4	$365K	Hold	11,144	–	–	0.08%	91
2018 Q3	$435K	Hold	11,144	–	–	0.09%	82
2018 Q2	$401K	Hold	11,144	–	–	0.08%	84
2018 Q1	$379K	Hold	11,144	–	–	0.08%	84
2017 Q4	$375K	Hold	11,144	–	–	0.07%	88
2017 Q3	$348K	Hold	11,144	–	–	0.07%	90
2017 Q2	$332K	Hold	11,144	–	–	0.07%	90
2017 Q1	$317K	Hold	11,144	–	–	0.06%	90
2016 Q4	$292K	Sell	11,144 -696	-6%	-$18.1K	0.07%	87
2016 Q3	$304K	Sell	11,840 -244	-2%	-$6.34K	0.07%	89
2016 Q2	$303K	Hold	12,084	–	–	0.07%	89
2016 Q1	$301K	Hold	12,084	–	–	0.07%	85
2015 Q4	$301K	Hold	12,084	–	–	0.08%	88
2015 Q3	$281K	Hold	12,084	–	–	0.08%	87
2015 Q2	$299K	Hold	12,084	–	–	0.08%	87
2015 Q1	$299K	Sell	12,084 -724	-6%	-$17.7K	0.08%	87
2014 Q4	$306K	Sell	12,808 -308	-2%	-$7.21K	0.08%	89
2014 Q3	$300K	Hold	13,116	–	–	0.08%	90
2014 Q2	$298K	Sell	13,116 -836	-6%	-$18.3K	0.08%	96
2014 Q1	$302K	Sell	13,952 -808	-5%	-$17.3K	0.08%	94
2013 Q4	$317K	Hold	14,760	–	–	0.09%	94
2013 Q3	$289K	Sell	14,760 -448	-3%	-$8.58K	0.09%	93
2013 Q2	$277K	Buy	+15,208	New	+$279K	0.09%	91

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northstar Investment Advisors's IWF Position: Q2 2021 in Review

Northstar Investment Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.3% in Q2 2021, selling an estimated $22.4K and leaving 10,176 shares worth $714K. The position accounts for 0.09% of the portfolio, ranked #111.

Northstar Investment Advisors first reported a position in IWF in Q2 2013 and has held it in 33 quarters since. 1,518 funds tracked by Wall St. Rank hold IWF as of Q2 2021.

Northstar Investment Advisors held 10,176 shares of iShares Russell 1000 Growth ETF worth $714K as of Q2 2021.
Northstar Investment Advisors sold 348 iShares Russell 1000 Growth ETF shares in Q2 2021, an estimated $22.4K.
iShares Russell 1000 Growth ETF made up 0.09% of Northstar Investment Advisors's portfolio in Q2 2021, its #111 holding.
Northstar Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 33 quarters since.
1,518 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2021.

Based on Northstar Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.