Security National Trust’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Security National Trust’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	$1.63M	Hold	24,000	–	–	0.38%	74
2021 Q2	$1.63M	Hold	24,000	–	–	0.36%	76
2021 Q1	$1.46M	Sell	24,000 -32	-0.1%	-$1.95K	0.34%	80
2020 Q4	$1.45M	Hold	24,032	–	–	0.36%	74
2020 Q3	$1.3M	Hold	24,032	–	–	0.37%	74
2020 Q2	$1.15M	Buy	24,032 +32	+0.1%	+$1.41K	0.35%	76
2020 Q1	$904K	Hold	24,000	–	–	0.33%	77
2019 Q4	$1.06M	Hold	24,000	–	–	0.31%	81
2019 Q3	$958K	Hold	24,000	–	–	0.3%	81
2019 Q2	$944K	Hold	24,000	–	–	0.3%	81
2019 Q1	$908K	Hold	24,000	–	–	0.29%	86
2018 Q4	$785K	Hold	24,000	–	–	0.29%	85
2018 Q3	$936K	Hold	24,000	–	–	0.29%	86
2018 Q2	$863K	Hold	24,000	–	–	0.29%	88
2018 Q1	$817K	Hold	24,000	–	–	0.27%	88
2017 Q4	$808K	Hold	24,000	–	–	0.26%	89
2017 Q3	$750K	Hold	24,000	–	–	0.25%	91
2017 Q2	$714K	Hold	24,000	–	–	0.24%	94
2017 Q1	$683K	Buy	24,000 +22,800	+1,900%	+$632K	0.23%	94
2016 Q4	$31K	Hold	1,200	–	–	0.01%	306
2016 Q3	$31K	Hold	1,200	–	–	0.01%	311
2016 Q2	$30K	Hold	1,200	–	–	0.01%	307
2016 Q1	$30K	Hold	1,200	–	–	0.01%	302
2015 Q4	$30K	Buy	+1,200	New	+$29.9K	0.01%	301

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

Security National Trust's IWF Position: Q3 2021 in Review

Security National Trust held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2021 at 24,000 shares worth $1.63M. The position accounts for 0.38% of the portfolio, ranked #74.

Security National Trust first reported a position in IWF in Q4 2015 and has held it in 24 quarters since. 1,522 funds tracked by Wall St. Rank hold IWF as of Q3 2021.

Security National Trust held 24,000 shares of iShares Russell 1000 Growth ETF worth $1.63M as of Q3 2021.
Security National Trust left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2021.
iShares Russell 1000 Growth ETF made up 0.38% of Security National Trust's portfolio in Q3 2021, its #74 holding.
Security National Trust first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 24 quarters since.
1,522 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.