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

Resource 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 Q4	$496K	Buy	6,492 +1,044	+19%	+$77.4K	0.05%	105
2021 Q3	$373K	Sell	5,448 -1,800	-25%	-$127K	0.04%	129
2021 Q2	$492K	Hold	7,248	–	–	0.06%	104
2021 Q1	$440K	Buy	7,248 +580	+9%	+$35.3K	0.05%	112
2020 Q4	$402K	Sell	6,668 -160	-2%	-$9.11K	0.05%	113
2020 Q3	$370K	Hold	6,828	–	–	0.06%	101
2020 Q2	$327K	Sell	6,828 -5,180	-43%	-$228K	0.06%	104
2020 Q1	$452K	Sell	12,008 -2,056	-15%	-$88.6K	0.1%	73
2019 Q4	$619K	Hold	14,064	–	–	0.1%	69
2019 Q3	$561K	Hold	14,064	–	–	0.1%	72
2019 Q2	$553K	Buy	14,064 +160	+1%	+$6.19K	0.1%	77
2019 Q1	$526K	Buy	13,904 +1,388	+11%	+$49.9K	0.09%	76
2018 Q4	$409K	Hold	12,516	–	–	0.09%	80
2018 Q3	$488K	Hold	12,516	–	–	0.09%	76
2018 Q2	$449K	Hold	12,516	–	–	0.09%	74
2018 Q1	$426K	Hold	12,516	–	–	0.09%	76
2017 Q4	$427K	Buy	+12,516	New	+$410K	0.09%	81

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Resource Management's IWF Position: Q4 2021 in Review

Resource Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 19% in Q4 2021, buying an estimated $77.4K and bringing the position to 6,492 shares worth $496K. The position accounts for 0.05% of the portfolio, ranked #105.

Resource Management first reported a position in IWF in Q4 2017 and has held it in 17 quarters since. The position peaked at $619K in Q4 2019. 1,743 funds tracked by Wall St. Rank hold IWF as of Q4 2021.

Resource Management held 6,492 shares of iShares Russell 1000 Growth ETF worth $496K as of Q4 2021.
Resource Management bought 1,044 iShares Russell 1000 Growth ETF shares in Q4 2021, an estimated $77.4K.
iShares Russell 1000 Growth ETF made up 0.05% of Resource Management's portfolio in Q4 2021, its #105 holding.
Resource Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 17 quarters since.
Resource Management's iShares Russell 1000 Growth ETF position peaked at $619K in Q4 2019.
1,743 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.