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

Radnor 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
2022 Q3	$1.02M	Buy	+19,452	New	+$1.14M	0.36%	27
2022 Q2	–	Sell	-15,808	Closed	-$1.1M	–	27
2022 Q1	$1.1M	Buy	15,808 +48	+0.3%	+$3.28K	0.4%	26
2021 Q4	$1.2M	Sell	15,760 -1,244	-7%	-$92.2K	0.43%	26
2021 Q3	$1.17M	Sell	17,004 -336	-2%	-$23.8K	0.42%	26
2021 Q2	$1.18M	Sell	17,340 -392	-2%	-$25.3K	0.42%	26
2021 Q1	$1.13M	Sell	17,732 -84	-0.5%	-$5.11K	0.49%	22
2020 Q4	$1.07M	Buy	+17,816	New	+$1.01M	0.5%	21

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Radnor Financial Advisors's IWF Position: Q3 2022 in Review

Radnor Financial Advisors opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q3 2022: 19,452 shares worth $1.02M. The stake represents 0.36% of the portfolio and ranks #27 among its holdings. This is a return to the name: Radnor Financial Advisors previously reported a position in IWF as recently as Q1 2022.

Radnor Financial Advisors first reported a position in IWF in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.2M in Q4 2021. 1,574 funds tracked by Wall St. Rank hold IWF as of Q3 2022.

Radnor Financial Advisors held 19,452 shares of iShares Russell 1000 Growth ETF worth $1.02M as of Q3 2022.
iShares Russell 1000 Growth ETF was a new Radnor Financial Advisors position in Q3 2022.
iShares Russell 1000 Growth ETF made up 0.36% of Radnor Financial Advisors's portfolio in Q3 2022, its #27 holding.
Radnor Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 7 quarters since.
Radnor Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $1.2M in Q4 2021.
1,574 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2022.

Based on Radnor Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.