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Security National Bank of Sioux City Iowa’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Security National Bank of Sioux City Iowa’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
2020
Q4 		– Sell
-6,168
Closed -$334K – 97
2020
Q3 		$334K Hold
6,168
– – 0.31% 63
2020
Q2 		$296K Sell
6,168
-400
-6% -$17.6K 0.32% 63
2020
Q1 		$247K Sell
6,568
-13,356
-67% -$576K 0.32% 64
2019
Q4 		$876K Buy
+19,924
New +$832K 0.86% 48

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Security National Bank of Sioux City Iowa's IWF Position: Q4 2020 in Review

Security National Bank of Sioux City Iowa sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2020, closing a stake of 6,168 shares — an estimated $334K sold.

Security National Bank of Sioux City Iowa first reported a position in IWF in Q4 2019 and held it in 4 quarters. The position peaked at $876K in Q4 2019. 1,486 funds tracked by Wall St. Rank hold IWF as of Q4 2020.

  • Security National Bank of Sioux City Iowa reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Security National Bank of Sioux City Iowa sold 6,168 iShares Russell 1000 Growth ETF shares in Q4 2020, an estimated $334K.
  • Security National Bank of Sioux City Iowa first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 4 quarters.
  • Security National Bank of Sioux City Iowa's iShares Russell 1000 Growth ETF position peaked at $876K in Q4 2019.
  • 1,486 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2020.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q4 2020, filed 12 Feb 2021.