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

OmniStar 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
2021
Q1 		– Sell
-11,568
Closed -$697K – 119
2020
Q4 		$697K Sell
11,568
-160
-1% -$9.11K 0.49% 67
2020
Q3 		$636K Sell
11,728
-100
-0.8% -$5.27K 0.48% 68
2020
Q2 		$568K Buy
11,828
+16
+0.1% +$705 0.47% 72
2020
Q1 		$445K Sell
11,812
-148
-1% -$6.38K 0.44% 67
2019
Q4 		$526K Buy
11,960
+3,204
+37% +$134K 0.44% 75
2019
Q3 		$349K Buy
8,756
+16
+0.2% +$641 0.31% 87
2019
Q2 		$344K Buy
8,740
+16
+0.2% +$619 0.31% 92
2019
Q1 		$330K Buy
8,724
+16
+0.2% +$575 0.29% 89
2018
Q4 		$285K Sell
8,708
-676
-7% -$23.8K 0.29% 89
2018
Q3 		$366K Buy
9,384
+3,332
+55% +$126K 0.28% 107
2018
Q2 		$217K Hold
6,052
– – 0.21% 96
2018
Q1 		$205K Buy
6,052
+36
+0.6% +$1.26K 0.2% 96
2017
Q4 		$202K Buy
+6,016
New +$197K 0.19% 98

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
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OmniStar Financial Group's IWF Position: Q1 2021 in Review

OmniStar Financial Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2021, closing a stake of 11,568 shares — an estimated $697K sold.

OmniStar Financial Group first reported a position in IWF in Q4 2017 and held it in 13 quarters. The position peaked at $697K in Q4 2020. 1,472 funds tracked by Wall St. Rank hold IWF as of Q1 2021.

  • OmniStar Financial Group reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • OmniStar Financial Group sold 11,568 iShares Russell 1000 Growth ETF shares in Q1 2021, an estimated $697K.
  • OmniStar Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and held it in 13 quarters.
  • OmniStar Financial Group's iShares Russell 1000 Growth ETF position peaked at $697K in Q4 2020.
  • 1,472 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2021.

Based on OmniStar Financial Group's 13F filing for Q1 2021, filed 13 May 2021.