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

Stearns Financial Services 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
2020
Q3 		$596K Buy
10,996
+4
+0% +$211 0.09% 89
2020
Q2 		$528K Sell
10,992
-104
-0.9% -$4.58K 0.08% 88
2020
Q1 		$418K Sell
11,096
-544
-5% -$23.4K 0.07% 97
2019
Q4 		$512K Buy
11,640
+4
+0% +$167 0.08% 85
2019
Q3 		$464K Sell
11,636
-96
-0.8% -$3.85K 0.08% 87
2019
Q2 		$462K Hold
11,732
– – 0.08% 86
2019
Q1 		$444K Hold
11,732
– – 0.08% 89
2018
Q4 		$384K Buy
11,732
+8
+0.1% +$282 0.08% 95
2018
Q3 		$457K Sell
11,724
-944
-7% -$35.7K 0.1% 89
2018
Q2 		$455K Buy
12,668
+1,500
+13% +$52.9K 0.11% 82
2018
Q1 		$380K Buy
11,168
+4
+0% +$140 0.09% 88
2017
Q4 		$376K Buy
11,164
+8
+0.1% +$262 0.09% 94
2017
Q3 		$349K Sell
11,156
-752
-6% -$23K 0.09% 94
2017
Q2 		$354K Sell
11,908
-2,268
-16% -$66.6K 0.09% 102
2017
Q1 		$403K Buy
14,176
+2,016
+17% +$55.9K 0.1% 97
2016
Q4 		$319K Buy
12,160
+4
+0% +$104 0.08% 104
2016
Q3 		$317K Buy
12,156
+936
+8% +$24.3K 0.09% 102
2016
Q2 		$282K Hold
11,220
– – 0.08% 100
2016
Q1 		$280K Buy
11,220
+4
+0% +$95 0.08% 98
2015
Q4 		$279K Hold
11,216
– – 0.08% 101
2015
Q3 		$261K Buy
11,216
+4
+0% +$98 0.08% 97
2015
Q2 		$278K Hold
11,212
– – 0.08% 95
2015
Q1 		$277K Sell
11,212
-1,064
-9% -$26K 0.09% 94
2014
Q4 		$293K Buy
12,276
+740
+6% +$17.3K 0.09% 93
2014
Q3 		$264K Buy
11,536
+4
+0% +$92 0.09% 94
2014
Q2 		$262K Buy
11,532
+4
+0% +$88 0.1% 93
2014
Q1 		$249K Hold
11,528
– – 0.1% 93
2013
Q4 		$248K Buy
11,528
+16
+0.1% +$328 0.1% 95
2013
Q3 		$225K Buy
+11,512
New +$220K 0.1% 98

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Stearns Financial Services Group's IWF Position: Q3 2020 in Review

Stearns Financial Services Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.04% in Q3 2020, buying an estimated $211 and bringing the position to 10,996 shares worth $596K. The position accounts for 0.09% of the portfolio, ranked #89.

Stearns Financial Services Group first reported a position in IWF in Q3 2013 and has held it in 29 quarters since. 1,320 funds tracked by Wall St. Rank hold IWF as of Q3 2020.

  • Stearns Financial Services Group held 10,996 shares of iShares Russell 1000 Growth ETF worth $596K as of Q3 2020.
  • Stearns Financial Services Group bought 4 iShares Russell 1000 Growth ETF shares in Q3 2020, an estimated $211.
  • iShares Russell 1000 Growth ETF made up 0.09% of Stearns Financial Services Group's portfolio in Q3 2020, its #89 holding.
  • Stearns Financial Services Group first reported a position in iShares Russell 1000 Growth ETF in Q3 2013 and has held it in 29 quarters since.
  • 1,320 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.