Sonora Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sonora Investment 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 Q3	–	Sell	-3,380	Closed	-$162K	–	1829
2020 Q2	$162K	Buy	3,380 +76	+2%	+$3.35K	0.02%	262
2020 Q1	$124K	Hold	3,304	–	–	0.01%	278
2019 Q4	$145K	Hold	3,304	–	–	0.01%	286
2019 Q3	$132K	Buy	+3,304	New	+$132K	0.01%	292
2016 Q3	–	Sell	-832	Closed	-$20.9K	–	865
2016 Q2	$20.9K	Hold	832	–	–	﹤0.01%	435
2016 Q1	$20.9K	Hold	832	–	–	0.01%	480
2015 Q4	$21K	Hold	832	–	–	0.01%	403
2015 Q3	$20K	Buy	+832	New	+$20.5K	0.01%	322

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

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

Sonora Investment Management's IWF Position: Q3 2020 in Review

Sonora Investment Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2020, closing a stake of 3,380 shares — an estimated $162K sold.

Sonora Investment Management first reported a position in IWF in Q3 2015 and held it in 8 quarters. The position peaked at $162K in Q2 2020. 1,320 funds tracked by Wall St. Rank hold IWF as of Q3 2020.

Sonora Investment Management reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2020 after selling out during the quarter.
Sonora Investment Management sold 3,380 iShares Russell 1000 Growth ETF shares in Q3 2020, an estimated $162K.
Sonora Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2015 and held it in 8 quarters.
Sonora Investment Management's iShares Russell 1000 Growth ETF position peaked at $162K in Q2 2020.
1,320 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2020.

Based on Sonora Investment Management's 13F filing for Q3 2020, filed 26 Oct 2020.