NFP
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Novak Financial Planning’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Novak Financial Planning’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 		$785K Sell
11,572
-320
-3% -$20.6K 0.38% 70
2021
Q1 		$722K Sell
11,892
-60
-0.5% -$3.65K 0.4% 70
2020
Q4 		$721K Buy
+11,952
New +$680K 0.42% 65

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

Novak Financial Planning's IWF Position: Q2 2021 in Review

Novak Financial Planning reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.7% in Q2 2021, selling an estimated $20.6K and leaving 11,572 shares worth $785K. The position accounts for 0.38% of the portfolio, ranked #70.

Novak Financial Planning first reported a position in IWF in Q4 2020 and has held it in 3 quarters since. 1,517 funds tracked by Wall St. Rank hold IWF as of Q2 2021.

  • Novak Financial Planning held 11,572 shares of iShares Russell 1000 Growth ETF worth $785K as of Q2 2021.
  • Novak Financial Planning sold 320 iShares Russell 1000 Growth ETF shares in Q2 2021, an estimated $20.6K.
  • iShares Russell 1000 Growth ETF made up 0.38% of Novak Financial Planning's portfolio in Q2 2021, its #70 holding.
  • Novak Financial Planning first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 3 quarters since.
  • 1,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.