Stewardship Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Stewardship Financial 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
2021 Q1	$90K	Sell	1,480 -108	-7%	-$6.57K	0.03%	70
2020 Q4	$96K	Sell	1,588 -528	-25%	-$30.1K	0.04%	68
2020 Q3	$115K	Sell	2,116 -160	-7%	-$8.43K	0.05%	57
2020 Q2	$109K	Buy	2,276 +2,084	+1,085%	+$91.8K	0.05%	54
2020 Q1	$7K	Hold	192	–	–	﹤0.01%	54
2019 Q4	$8K	Hold	192	–	–	﹤0.01%	81
2019 Q3	$8K	Hold	192	–	–	﹤0.01%	66
2019 Q2	$8K	Hold	192	–	–	﹤0.01%	64
2019 Q1	$7K	Hold	192	–	–	﹤0.01%	63
2018 Q4	$6K	Buy	+192	New	+$6.77K	﹤0.01%	58

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

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

Stewardship Financial Advisors's IWF Position: Q1 2021 in Review

Stewardship Financial Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 6.8% in Q1 2021, selling an estimated $6.57K and leaving 1,480 shares worth $90K. The position accounts for 0.03% of the portfolio, ranked #70.

Stewardship Financial Advisors first reported a position in IWF in Q4 2018 and has held it in 10 quarters since. The position peaked at $115K in Q3 2020. 1,472 funds tracked by Wall St. Rank hold IWF as of Q1 2021.

Stewardship Financial Advisors held 1,480 shares of iShares Russell 1000 Growth ETF worth $90K as of Q1 2021.
Stewardship Financial Advisors sold 108 iShares Russell 1000 Growth ETF shares in Q1 2021, an estimated $6.57K.
iShares Russell 1000 Growth ETF made up 0.03% of Stewardship Financial Advisors's portfolio in Q1 2021, its #70 holding.
Stewardship Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 10 quarters since.
Stewardship Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $115K in Q3 2020.
1,472 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.