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

Paradigm Financial 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 Q4	$232K	Hold	3,032	–	–	0.05%	191
2021 Q3	$208K	Buy	3,032 +4	+0.1%	+$283	0.05%	210
2021 Q2	$205K	Buy	+3,028	New	+$195K	0.05%	200
2017 Q3	–	Sell	-11,952	Closed	-$356K	–	112
2017 Q2	$356K	Sell	11,952 -1,212	-9%	-$35.6K	0.18%	73
2017 Q1	$374K	Buy	13,164 +4	+0%	+$111	0.19%	74
2016 Q4	$345K	Buy	13,160 +12	+0.1%	+$311	0.19%	75
2016 Q3	$342K	Buy	13,148 +12	+0.1%	+$312	0.2%	69
2016 Q2	$329K	Hold	13,136	–	–	0.2%	67
2016 Q1	$327K	Sell	13,136 -6,668	-34%	-$158K	0.13%	70
2015 Q4	$492K	Buy	19,804 +56	+0.3%	+$1.4K	0.31%	57
2015 Q3	$459K	Buy	19,748 +4,856	+33%	+$119K	0.3%	58
2015 Q2	$368K	Buy	14,892 +48	+0.3%	+$1.21K	0.28%	67
2015 Q1	$367K	Buy	14,844 +60	+0.4%	+$1.47K	0.28%	67
2014 Q4	$353K	Buy	14,784 +44	+0.3%	+$1.03K	0.29%	65
2014 Q3	$337K	Buy	14,740 +56	+0.4%	+$1.28K	0.29%	67
2014 Q2	$333K	Buy	14,684 +44	+0.3%	+$965	0.28%	66
2014 Q1	$317K	Buy	14,640 +2,436	+20%	+$52.3K	0.29%	62
2013 Q4	$262K	Buy	+12,204	New	+$250K	0.26%	67

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Paradigm Financial Advisors's IWF Position: Q4 2021 in Review

Paradigm Financial Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q4 2021 at 3,032 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #191.

Paradigm Financial Advisors first reported a position in IWF in Q4 2013 and has held it in 18 quarters since. The position peaked at $492K in Q4 2015. 1,743 funds tracked by Wall St. Rank hold IWF as of Q4 2021.

Paradigm Financial Advisors held 3,032 shares of iShares Russell 1000 Growth ETF worth $232K as of Q4 2021.
Paradigm Financial Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q4 2021.
iShares Russell 1000 Growth ETF made up 0.05% of Paradigm Financial Advisors's portfolio in Q4 2021, its #191 holding.
Paradigm Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and has held it in 18 quarters since.
Paradigm Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $492K in Q4 2015.
1,743 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.