Stelac Advisory Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Stelac Advisory 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
2022 Q2	–	Sell	-1,608	Closed	-$112K	–	179
2022 Q1	$112K	Hold	1,608	–	–	0.04%	162
2021 Q4	$123K	Sell	1,608 -7,452	-82%	-$552K	0.03%	174
2021 Q3	$621K	Sell	9,060 -20,260	-69%	-$1.43M	0.17%	92
2021 Q2	$1.99M	Sell	29,320 -1,104	-4%	-$71.2K	0.45%	45
2021 Q1	$1.85M	Sell	30,424 -3,196	-10%	-$195K	0.68%	31
2020 Q4	$2.03M	Sell	33,620 -8,660	-20%	-$493K	0.52%	39
2020 Q3	$2.29M	Buy	42,280 +912	+2%	+$48K	0.78%	27
2020 Q2	$1.99M	Buy	41,368 +10,104	+32%	+$445K	0.77%	28
2020 Q1	$1.18M	Buy	31,264 +22,136	+243%	+$954K	0.57%	30
2019 Q4	$401K	Buy	+9,128	New	+$381K	0.29%	44

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Stelac Advisory Services's IWF Position: Q2 2022 in Review

Stelac Advisory Services sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2022, closing a stake of 1,608 shares — an estimated $112K sold.

Stelac Advisory Services first reported a position in IWF in Q4 2019 and held it in 10 quarters. The position peaked at $2.29M in Q3 2020. 1,594 funds tracked by Wall St. Rank hold IWF as of Q2 2022.

Stelac Advisory Services reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2022 after selling out during the quarter.
Stelac Advisory Services sold 1,608 iShares Russell 1000 Growth ETF shares in Q2 2022, an estimated $112K.
Stelac Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 10 quarters.
Stelac Advisory Services's iShares Russell 1000 Growth ETF position peaked at $2.29M in Q3 2020.
1,594 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2022.

Based on Stelac Advisory Services's 13F filing for Q2 2022, filed 10 Aug 2022.