Northwest Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Northwest Wealth Management’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
2019 Q2	–	Sell	-1,276	Closed	-$48K	–	304
2019 Q1	$48K	Buy	1,276 +812	+175%	+$29.2K	0.04%	221
2018 Q4	$15K	Buy	464 +4	+0.9%	+$141	0.01%	295
2018 Q3	$18K	Hold	460	–	–	0.01%	302
2018 Q2	$16K	Hold	460	–	–	0.01%	305
2018 Q1	$16K	Buy	+460	New	+$16.1K	0.01%	315

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

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

Northwest Wealth Management's IWF Position: Q2 2019 in Review

Northwest Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2019, closing a stake of 1,276 shares — an estimated $48K sold.

Northwest Wealth Management first reported a position in IWF in Q1 2018 and held it in 5 quarters. The position peaked at $48K in Q1 2019. 1,111 funds tracked by Wall St. Rank hold IWF as of Q2 2019.

Northwest Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 1,276 iShares Russell 1000 Growth ETF shares in Q2 2019, an estimated $48K.
Northwest Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's iShares Russell 1000 Growth ETF position peaked at $48K in Q1 2019.
1,111 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.