Private Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Private Asset Management’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	-3,796	Closed	-$229K	–	159
2020 Q4	$229K	Hold	3,796	–	–	0.03%	136
2020 Q3	$206K	Buy	+3,796	New	+$200K	0.03%	131

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

Private Asset Management's IWF Position: Q1 2021 in Review

Private Asset Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2021, closing a stake of 3,796 shares — an estimated $229K sold.

Private Asset Management first reported a position in IWF in Q3 2020 and held it in 2 quarters. The position peaked at $229K in Q4 2020. 1,472 funds tracked by Wall St. Rank hold IWF as of Q1 2021.

Private Asset Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2021 after selling out during the quarter.
Private Asset Management sold 3,796 iShares Russell 1000 Growth ETF shares in Q1 2021, an estimated $229K.
Private Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and held it in 2 quarters.
Private Asset Management's iShares Russell 1000 Growth ETF position peaked at $229K in Q4 2020.
1,472 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2021.

Based on Private Asset Management's 13F filing for Q1 2021, filed 2 Apr 2021.