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Oak Family Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Oak Family 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
Q3 		– Sell
-3,560
Closed -$242K – 149
2021
Q2 		$242K Buy
+3,560
New +$230K 0.1% 88

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Oak Family Advisors's IWF Position: Q3 2021 in Review

Oak Family Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2021, closing a stake of 3,560 shares — an estimated $242K sold.

Oak Family Advisors first reported a position in IWF in Q2 2021 and held it in 1 quarter. The position peaked at $242K in Q2 2021. 1,522 funds tracked by Wall St. Rank hold IWF as of Q3 2021.

  • Oak Family Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Oak Family Advisors sold 3,560 iShares Russell 1000 Growth ETF shares in Q3 2021, an estimated $242K.
  • Oak Family Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and held it in 1 quarter.
  • Oak Family Advisors's iShares Russell 1000 Growth ETF position peaked at $242K in Q2 2021.
  • 1,522 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2021.

Based on Oak Family Advisors's 13F filing for Q3 2021, filed 10 Nov 2021.