Silicon Hills Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Silicon Hills Wealth 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
2022 Q3	–	Sell	-5,048	Closed	-$276K	–	92
2022 Q2	$276K	Hold	5,048	–	–	0.2%	83
2022 Q1	$350K	Hold	5,048	–	–	0.22%	79
2021 Q4	$386K	Hold	5,048	–	–	0.24%	87
2021 Q3	$346K	Hold	5,048	–	–	0.24%	83
2021 Q2	$343K	Hold	5,048	–	–	0.27%	70
2021 Q1	$307K	Hold	5,048	–	–	0.28%	72
2020 Q4	$304K	Hold	5,048	–	–	0.28%	69
2020 Q3	$274K	Hold	5,048	–	–	0.28%	68
2020 Q2	$242K	Buy	+5,048	New	+$222K	0.29%	68
2020 Q1	–	Sell	-4	Closed	-$222	–	183
2019 Q4	$222	Buy	+4	New	+$167	0.17%	73

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Silicon Hills Wealth Management's IWF Position: Q3 2022 in Review

Silicon Hills Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2022, closing a stake of 5,048 shares — an estimated $276K sold.

Silicon Hills Wealth Management first reported a position in IWF in Q4 2019 and held it in 10 quarters. The position peaked at $386K in Q4 2021. 1,574 funds tracked by Wall St. Rank hold IWF as of Q3 2022.

Silicon Hills Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2022 after selling out during the quarter.
Silicon Hills Wealth Management sold 5,048 iShares Russell 1000 Growth ETF shares in Q3 2022, an estimated $276K.
Silicon Hills Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 10 quarters.
Silicon Hills Wealth Management's iShares Russell 1000 Growth ETF position peaked at $386K in Q4 2021.
1,574 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2022.

Based on Silicon Hills Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.