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

Noven 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
2020 Q1	$14.2M	Buy	376,704 +320,364	+569%	+$13.8M	11.57%	3
2019 Q4	$2.48M	Sell	56,340 -880	-2%	-$36.7K	1.15%	15
2019 Q3	$2.28M	Sell	57,220 -1,824	-3%	-$73.1K	1.13%	15
2019 Q2	$2.32M	Sell	59,044 -1,576	-3%	-$61K	1.18%	15
2019 Q1	$2.29M	Buy	+60,620	New	+$2.18M	1.2%	15
2018 Q2	–	Sell	-66,540	Closed	-$2.26M	–	34
2018 Q1	$2.26M	Buy	66,540 +3,144	+5%	+$110K	1.26%	14
2017 Q4	$2.13M	Sell	63,396 -6,128	-9%	-$201K	1.23%	14
2017 Q3	$2.17M	Sell	69,524 -2,096	-3%	-$64.1K	1.31%	14
2017 Q2	$2.13M	Buy	+71,620	New	+$2.1M	1.36%	16

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

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

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

Noven Financial Group's IWF Position: Q1 2020 in Review

Noven Financial Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 569% in Q1 2020, buying an estimated $13.8M and bringing the position to 376,704 shares worth $14.2M. The position accounts for 11.57% of the portfolio, ranked #3.

Noven Financial Group first reported a position in IWF in Q2 2017 and has held it in 9 quarters since. 1,217 funds tracked by Wall St. Rank hold IWF as of Q1 2020.

Noven Financial Group held 376,704 shares of iShares Russell 1000 Growth ETF worth $14.2M as of Q1 2020.
Noven Financial Group bought 320,364 iShares Russell 1000 Growth ETF shares in Q1 2020, an estimated $13.8M.
iShares Russell 1000 Growth ETF made up 11.57% of Noven Financial Group's portfolio in Q1 2020, its #3 holding.
Noven Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2017 and has held it in 9 quarters since.
1,217 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2020.

Based on Noven Financial Group's 13F filing for Q1 2020, filed 1 May 2020.