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Rinet Company’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Rinet Company’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
Q3 		$5.03M Buy
73,480
+156
+0.2% +$11K 0.95% 16
2021
Q2 		$4.98M Sell
73,324
-292
-0.4% -$18.8K 0.93% 17
2021
Q1 		$4.47M Buy
73,616
+8
+0% +$487 0.92% 16
2020
Q4 		$4.44M Sell
73,608
-3,212
-4% -$183K 1.26% 10
2020
Q3 		$4.17M Sell
76,820
-460
-0.6% -$24.2K 1.36% 10
2020
Q2 		$3.71M Sell
77,280
-1,084
-1% -$47.8K 1.3% 10
2020
Q1 		$2.95M Sell
78,364
-113,624
-59% -$4.9M 1.11% 9
2019
Q4 		$8.44M Buy
191,988
+22,036
+13% +$920K 2.31% 7
2019
Q3 		$6.78M Buy
169,952
+36
+0% +$1.44K 2.09% 7
2019
Q2 		$6.68M Buy
169,916
+3,356
+2% +$130K 2.04% 7
2019
Q1 		$6.3M Buy
166,560
+12
+0% +$431 1.99% 7
2018
Q4 		$5.45M Buy
166,548
+3,776
+2% +$133K 1.98% 7
2018
Q3 		$6.35M Buy
162,772
+8
+0% +$303 2.34% 6
2018
Q2 		$5.85M Sell
162,764
-1,356
-0.8% -$47.9K 2.23% 8
2018
Q1 		$5.58M Buy
164,120
+12
+0% +$421 2.2% 6
2017
Q4 		$5.53M Buy
164,108
+12
+0% +$393 2.19% 8
2017
Q3 		$5.13M Sell
164,096
-1,108
-0.7% -$33.9K 2.06% 8
2017
Q2 		$4.92M Sell
165,204
-832
-0.5% -$24.4K 2.1% 8
2017
Q1 		$4.72M Sell
166,036
-18,724
-10% -$519K 2.15% 8
2016
Q4 		$4.84M Buy
184,760
+35,240
+24% +$915K 3.57% 7
2016
Q3 		$3.89M Buy
149,520
+32
+0% +$832 3.04% 7
2016
Q2 		$3.75M Hold
149,488
– – 2.98% 7
2016
Q1 		$3.73M Sell
149,488
-2,432
-2% -$57.5K 2.9% 7
2015
Q4 		$3.78M Sell
151,920
-1,332
-0.9% -$33.2K 2.59% 7
2015
Q3 		$3.56M Sell
153,252
-1,540
-1% -$37.9K 3.02% 6
2015
Q2 		$3.83M Buy
+154,792
New +$3.89M 3.24% 5

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rinet Company's IWF Position: Q3 2021 in Review

Rinet Company increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.21% in Q3 2021, buying an estimated $11K and bringing the position to 73,480 shares worth $5.03M. The position accounts for 0.95% of the portfolio, ranked #16.

Rinet Company first reported a position in IWF in Q2 2015 and has held it in 26 quarters since. The position peaked at $8.44M in Q4 2019. 1,523 funds tracked by Wall St. Rank hold IWF as of Q3 2021.

  • Rinet Company held 73,480 shares of iShares Russell 1000 Growth ETF worth $5.03M as of Q3 2021.
  • Rinet Company bought 156 iShares Russell 1000 Growth ETF shares in Q3 2021, an estimated $11K.
  • iShares Russell 1000 Growth ETF made up 0.95% of Rinet Company's portfolio in Q3 2021, its #16 holding.
  • Rinet Company first reported a position in iShares Russell 1000 Growth ETF in Q2 2015 and has held it in 26 quarters since.
  • Rinet Company's iShares Russell 1000 Growth ETF position peaked at $8.44M in Q4 2019.
  • 1,523 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2021.

Based on Rinet Company's 13F filing for Q3 2021, filed 12 Nov 2021.