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

Rezny Wealth 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
2019 Q4	–	Sell	-5,468	Closed	-$218K	–	13
2019 Q3	$218K	Hold	5,468	–	–	0.13%	13
2019 Q2	$215K	Sell	5,468 -56	-1%	-$2.17K	0.13%	13
2019 Q1	$209K	Sell	5,524 -1,404	-20%	-$50.5K	0.13%	14
2018 Q4	$226K	Hold	6,928	–	–	0.16%	14
2018 Q3	$270K	Sell	6,928 -1,776	-20%	-$67.3K	0.17%	14
2018 Q2	$312K	Buy	+8,704	New	+$307K	0.21%	12

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

Rezny Wealth Management's IWF Position: Q4 2019 in Review

Rezny Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2019, closing a stake of 5,468 shares — an estimated $218K sold.

Rezny Wealth Management first reported a position in IWF in Q2 2018 and held it in 6 quarters. The position peaked at $312K in Q2 2018. 1,285 funds tracked by Wall St. Rank hold IWF as of Q4 2019.

Rezny Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2019 after selling out during the quarter.
Rezny Wealth Management sold 5,468 iShares Russell 1000 Growth ETF shares in Q4 2019, an estimated $218K.
Rezny Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2018 and held it in 6 quarters.
Rezny Wealth Management's iShares Russell 1000 Growth ETF position peaked at $312K in Q2 2018.
1,285 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2019.

Based on Rezny Wealth Management's 13F filing for Q4 2019, filed 17 Jan 2020.