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Seven Springs Wealth Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Seven Springs Wealth Group’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
Q2 		– Sell
-4,400
Closed -$166K – 140
2020
Q1 		$166K Hold
4,400
– – 0.12% 51
2019
Q4 		$194K Buy
+4,400
New +$184K 0.13% 53

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 $1.56T AUM 27.86% 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 $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Seven Springs Wealth Group's IWF Position: Q2 2020 in Review

Seven Springs Wealth Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2020, closing a stake of 4,400 shares — an estimated $166K sold.

Seven Springs Wealth Group first reported a position in IWF in Q4 2019 and held it in 2 quarters. The position peaked at $194K in Q4 2019. 1,292 funds tracked by Wall St. Rank hold IWF as of Q2 2020.

  • Seven Springs Wealth Group reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Seven Springs Wealth Group sold 4,400 iShares Russell 1000 Growth ETF shares in Q2 2020, an estimated $166K.
  • Seven Springs Wealth Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 2 quarters.
  • Seven Springs Wealth Group's iShares Russell 1000 Growth ETF position peaked at $194K in Q4 2019.
  • 1,292 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2020.

Based on Seven Springs Wealth Group's 13F filing for Q2 2020, filed 3 Aug 2020.