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

Private Wealth 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
2021 Q1	–	Sell	-8,404	Closed	-$507K	–	93
2020 Q4	$507K	Hold	8,404	–	–	0.06%	86
2020 Q3	$456K	Hold	8,404	–	–	0.05%	82
2020 Q2	$403K	Hold	8,404	–	–	0.06%	82
2020 Q1	$317K	Buy	8,404 +24	+0.3%	+$1.03K	0.05%	95
2019 Q4	$369K	Hold	8,380	–	–	0.05%	99
2019 Q3	$334K	Hold	8,380	–	–	0.05%	93
2019 Q2	$330K	Buy	+8,380	New	+$324K	0.05%	101

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 Wealth Partners's IWF Position: Q1 2021 in Review

Private Wealth Partners sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2021, closing a stake of 8,404 shares — an estimated $507K sold.

Private Wealth Partners first reported a position in IWF in Q2 2019 and held it in 7 quarters. The position peaked at $507K in Q4 2020. 1,472 funds tracked by Wall St. Rank hold IWF as of Q1 2021.

Private Wealth Partners reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2021 after selling out during the quarter.
Private Wealth Partners sold 8,404 iShares Russell 1000 Growth ETF shares in Q1 2021, an estimated $507K.
Private Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q2 2019 and held it in 7 quarters.
Private Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $507K in Q4 2020.
1,472 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2021.

Based on Private Wealth Partners's 13F filing for Q1 2021, filed 4 May 2021.