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

Private Vista’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	$5.82M	Sell	121,268 -1,128	-0.9%	-$49.7K	2.82%	8
2020 Q1	$4.61M	Sell	122,396 -2,276	-2%	-$98.1K	1.74%	13
2019 Q4	$5.48M	Sell	124,672 -392	-0.3%	-$16.4K	1.48%	14
2019 Q3	$4.99M	Sell	125,064 -100	-0.1%	-$4.01K	1.32%	15
2019 Q2	$4.93M	Sell	125,164 -104	-0.1%	-$4.03K	1.23%	17
2019 Q1	$4.74M	Sell	125,268 -8,612	-6%	-$309K	1.17%	18
2018 Q4	$4.38M	Buy	133,880 +22,808	+21%	+$804K	1.02%	18
2018 Q3	$4.33M	Buy	111,072 +304	+0.3%	+$11.5K	0.89%	21
2018 Q2	$3.98M	Sell	110,768 -612	-0.5%	-$21.6K	0.92%	21
2018 Q1	$3.79M	Buy	+111,380	New	+$3.9M	1.11%	15
2017 Q4	–	Sell	-117,896	Closed	-$3.69M	–	95
2017 Q3	$3.69M	Sell	117,896 -1,512	-1%	-$46.3K	0.81%	22
2017 Q2	$3.64M	Buy	119,408 +17,348	+17%	+$509K	0.88%	21
2017 Q1	$2.97M	Buy	102,060 +628	+0.6%	+$17.4K	0.74%	22
2016 Q4	$2.78M	Sell	101,432 -416	-0.4%	-$10.8K	0.81%	16
2016 Q3	$2.56M	Sell	101,848 -728	-0.7%	-$18.9K	0.65%	22
2016 Q2	$2.62M	Buy	102,576 +1,932	+2%	+$48.2K	0.88%	9
2016 Q1	$2.52M	Buy	100,644 +10,868	+12%	+$257K	0.9%	10
2015 Q4	$2.04M	Buy	+89,776	New	+$2.24M	0.93%	11

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

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Private Vista's IWF Position: Q2 2020 in Review

Private Vista reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.92% in Q2 2020, selling an estimated $49.7K and leaving 121,268 shares worth $5.82M. The position accounts for 2.82% of the portfolio, ranked #8.

Private Vista first reported a position in IWF in Q4 2015 and has held it in 18 quarters since. 1,292 funds tracked by Wall St. Rank hold IWF as of Q2 2020.

Private Vista held 121,268 shares of iShares Russell 1000 Growth ETF worth $5.82M as of Q2 2020.
Private Vista sold 1,128 iShares Russell 1000 Growth ETF shares in Q2 2020, an estimated $49.7K.
iShares Russell 1000 Growth ETF made up 2.82% of Private Vista's portfolio in Q2 2020, its #8 holding.
Private Vista first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 18 quarters since.
1,292 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.