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Sowa Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sowa Financial 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
2021
Q1 		– Sell
-1,316
Closed -$79K – 141
2020
Q4 		$79K Buy
1,316
+156
+13% +$8.88K 0.05% 104
2020
Q3 		$63K Hold
1,160
– – 0.05% 109
2020
Q2 		$56K Hold
1,160
– – 0.04% 109
2020
Q1 		$44K Hold
1,160
– – 0.04% 118
2019
Q4 		$51K Buy
+1,160
New +$48.4K 0.04% 118

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
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sowa Financial Group's IWF Position: Q1 2021 in Review

Sowa Financial Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2021, closing a stake of 1,316 shares — an estimated $79K sold.

Sowa Financial Group first reported a position in IWF in Q4 2019 and held it in 5 quarters. The position peaked at $79K in Q4 2020. 1,472 funds tracked by Wall St. Rank hold IWF as of Q1 2021.

  • Sowa Financial Group reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 1,316 iShares Russell 1000 Growth ETF shares in Q1 2021, an estimated $79K.
  • Sowa Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's iShares Russell 1000 Growth ETF position peaked at $79K in Q4 2020.
  • 1,472 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.