Squar Milner Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Squar Milner Financial Services’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	-23,504	Closed	-$1.13M	–	95
2020 Q2	$1.13M	Buy	23,504 +9,160	+64%	+$404K	0.64%	33
2020 Q1	$540K	Hold	14,344	–	–	0.32%	63
2019 Q4	$630K	Sell	14,344 -9,172	-39%	-$383K	0.31%	64
2019 Q3	$1.27M	Buy	23,516 +8,156	+53%	+$327K	0.65%	36
2019 Q2	$604K	Sell	15,360 -5,648	-27%	-$219K	0.41%	47
2019 Q1	$795K	Hold	21,008	–	–	0.59%	30
2018 Q4	$688K	Buy	21,008 +8	+0%	+$282	0.66%	27
2018 Q3	$819K	Sell	21,000 -13,388	-39%	-$507K	0.74%	22
2018 Q2	$1.24M	Hold	34,388	–	–	1.09%	13
2018 Q1	$1.17M	Buy	34,388 +952	+3%	+$33.4K	1.48%	12
2017 Q4	$1.21M	Buy	+33,436	New	+$1.1M	1.47%	12

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

Squar Milner Financial Services's IWF Position: Q3 2020 in Review

Squar Milner Financial Services sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2020, closing a stake of 23,504 shares — an estimated $1.13M sold.

Squar Milner Financial Services first reported a position in IWF in Q4 2017 and held it in 11 quarters. The position peaked at $1.27M in Q3 2019. 1,320 funds tracked by Wall St. Rank hold IWF as of Q3 2020.

Squar Milner Financial Services reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 23,504 iShares Russell 1000 Growth ETF shares in Q3 2020, an estimated $1.13M.
Squar Milner Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's iShares Russell 1000 Growth ETF position peaked at $1.27M in Q3 2019.
1,320 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.