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PagnatoKarp Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

PagnatoKarp Partners’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
Q2 		– Sell
-27,236
Closed -$1.03M – 71
2020
Q1 		$1.03M Buy
27,236
+48
+0.2% +$2.07K 0.26% 58
2019
Q4 		$1.2M Buy
27,188
+8,660
+47% +$362K 0.21% 60
2019
Q3 		$739K Buy
18,528
+10,940
+144% +$439K 0.15% 76
2019
Q2 		$299K Buy
7,588
+4
+0.1% +$155 0.06% 146
2019
Q1 		$287K Buy
7,584
+4
+0.1% +$144 0.06% 138
2018
Q4 		$248K Sell
7,580
-4,344
-36% -$153K 0.05% 128
2018
Q3 		$466K Buy
11,924
+4
+0% +$151 0.14% 94
2018
Q2 		$429K Buy
11,920
+1,716
+17% +$60.6K 0.14% 89
2018
Q1 		$347K Buy
10,204
+52
+0.5% +$1.82K 0.15% 92
2017
Q4 		$342K Sell
10,152
-948
-9% -$31.1K 0.1% 104
2017
Q3 		$347K Buy
+11,100
New +$340K 0.09% 105

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

PagnatoKarp Partners's IWF Position: Q2 2020 in Review

PagnatoKarp Partners sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2020, closing a stake of 27,236 shares — an estimated $1.03M sold.

PagnatoKarp Partners first reported a position in IWF in Q3 2017 and held it in 11 quarters. The position peaked at $1.2M in Q4 2019. 1,294 funds tracked by Wall St. Rank hold IWF as of Q2 2020.

  • PagnatoKarp Partners reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2020 after selling out during the quarter.
  • PagnatoKarp Partners sold 27,236 iShares Russell 1000 Growth ETF shares in Q2 2020, an estimated $1.03M.
  • PagnatoKarp Partners first reported a position in iShares Russell 1000 Growth ETF in Q3 2017 and held it in 11 quarters.
  • PagnatoKarp Partners's iShares Russell 1000 Growth ETF position peaked at $1.2M in Q4 2019.
  • 1,294 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2020.

Based on PagnatoKarp Partners's 13F filing for Q2 2020.