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

Paracle 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 Q1	$2.33M	Buy	38,284 +1,944	+5%	+$118K	0.42%	37
2020 Q4	$2.19M	Sell	36,340 -400	-1%	-$22.8K	0.42%	36
2020 Q3	$1.99M	Buy	36,740 +248	+0.7%	+$13.1K	0.43%	35
2020 Q2	$1.75M	Sell	36,492 -8,120	-18%	-$358K	0.41%	36
2020 Q1	$1.68M	Sell	44,612 -460	-1%	-$19.8K	0.45%	37
2019 Q4	$1.98M	Hold	45,072	–	–	0.46%	31
2019 Q3	$1.8M	Hold	45,072	–	–	0.44%	30
2019 Q2	$1.77M	Hold	45,072	–	–	0.44%	30
2019 Q1	$1.71M	Hold	45,072	–	–	0.44%	31
2018 Q4	$1.48M	Buy	45,072 +576	+1%	+$20.3K	0.43%	31
2018 Q3	$1.74M	Buy	44,496 +1,484	+3%	+$56.2K	0.51%	24
2018 Q2	$1.55M	Buy	43,012 +932	+2%	+$32.9K	0.48%	22
2018 Q1	$1.43M	Sell	42,080 -280	-0.7%	-$9.81K	0.46%	23
2017 Q4	$1.43M	Buy	42,360 +31,028	+274%	+$1.02M	0.47%	23
2017 Q3	$354K	Hold	11,332	–	–	0.12%	37
2017 Q2	$337K	Hold	11,332	–	–	0.13%	34
2017 Q1	$322K	Sell	11,332 -1,256	-10%	-$34.8K	0.12%	38
2016 Q4	$330K	Buy	12,588 +1,252	+11%	+$32.5K	0.13%	40
2016 Q3	$295K	Buy	+11,336	New	+$295K	0.14%	40
2016 Q2	–	Sell	-11,332	Closed	-$282K	–	34
2016 Q1	$282K	Buy	+11,332	New	+$268K	0.15%	40

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Paracle Advisors's IWF Position: Q1 2021 in Review

Paracle Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 5.3% in Q1 2021, buying an estimated $118K and bringing the position to 38,284 shares worth $2.33M. The position accounts for 0.42% of the portfolio, ranked #37.

Paracle Advisors first reported a position in IWF in Q1 2016 and has held it in 20 quarters since. 1,472 funds tracked by Wall St. Rank hold IWF as of Q1 2021.

Paracle Advisors held 38,284 shares of iShares Russell 1000 Growth ETF worth $2.33M as of Q1 2021.
Paracle Advisors bought 1,944 iShares Russell 1000 Growth ETF shares in Q1 2021, an estimated $118K.
iShares Russell 1000 Growth ETF made up 0.42% of Paracle Advisors's portfolio in Q1 2021, its #37 holding.
Paracle Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2016 and has held it in 20 quarters since.
1,472 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.