Sound View Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sound View Wealth Advisors’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
2019 Q1	$2.44M	Buy	64,424 +3,568	+6%	+$128K	0.76%	39
2018 Q4	$1.99M	Buy	+60,856	New	+$2.15M	0.72%	39

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sound View Wealth Advisors's IWF Position: Q1 2019 in Review

Sound View Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 5.9% in Q1 2019, buying an estimated $128K and bringing the position to 64,424 shares worth $2.44M. The position accounts for 0.76% of the portfolio, ranked #39.

Sound View Wealth Advisors first reported a position in IWF in Q4 2018 and has held it in 2 quarters since. 1,079 funds tracked by Wall St. Rank hold IWF as of Q1 2019.

Sound View Wealth Advisors held 64,424 shares of iShares Russell 1000 Growth ETF worth $2.44M as of Q1 2019.
Sound View Wealth Advisors bought 3,568 iShares Russell 1000 Growth ETF shares in Q1 2019, an estimated $128K.
iShares Russell 1000 Growth ETF made up 0.76% of Sound View Wealth Advisors's portfolio in Q1 2019, its #39 holding.
Sound View Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 2 quarters since.
1,079 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.