Shone Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Shone Asset 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
2020 Q4	$7.13M	Sell	120,040 -4,424	-4%	-$252K	5.54%	8
2020 Q3	$7.03M	Sell	124,464 -1,352	-1%	-$71.2K	6.27%	7
2020 Q2	$6.31M	Sell	125,816 -4,520	-3%	-$199K	6.25%	5
2020 Q1	$5.48M	Buy	+130,336	New	+$5.62M	6.48%	5

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shone Asset Management's IWF Position: Q4 2020 in Review

Shone Asset Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.6% in Q4 2020, selling an estimated $252K and leaving 120,040 shares worth $7.13M. The position accounts for 5.54% of the portfolio, ranked #8.

Shone Asset Management first reported a position in IWF in Q1 2020 and has held it in 4 quarters since. 1,485 funds tracked by Wall St. Rank hold IWF as of Q4 2020.

Shone Asset Management held 120,040 shares of iShares Russell 1000 Growth ETF worth $7.13M as of Q4 2020.
Shone Asset Management sold 4,424 iShares Russell 1000 Growth ETF shares in Q4 2020, an estimated $252K.
iShares Russell 1000 Growth ETF made up 5.54% of Shone Asset Management's portfolio in Q4 2020, its #8 holding.
Shone Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and has held it in 4 quarters since.
1,485 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2020.

Based on Shone Asset Management's 13F filing for Q4 2020, filed 20 Jan 2021.