Strategic Wealth Management Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Strategic Wealth Management 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 Q2	$13.6M	Buy	199,944 +2,212	+1%	+$143K	4.95%	4
2021 Q1	$12M	Sell	197,732 -5,728	-3%	-$349K	4.59%	4
2020 Q4	$12.3M	Sell	203,460 -14,760	-7%	-$840K	5.31%	4
2020 Q3	$11.8M	Sell	218,220 -8,188	-4%	-$431K	5.75%	4
2020 Q2	$10.9M	Sell	226,408 -844	-0.4%	-$37.2K	6.41%	3
2020 Q1	$8.56M	Buy	227,252 +12,892	+6%	+$556K	6.37%	3
2019 Q4	$9.43M	Sell	214,360 -7,000	-3%	-$292K	6.11%	4
2019 Q3	$8.83M	Buy	221,360 +7,340	+3%	+$294K	6.35%	4
2019 Q2	$8.42M	Sell	214,020 -5,184	-2%	-$201K	6.4%	4
2019 Q1	$8.29M	Buy	219,204 +6,048	+3%	+$217K	6.79%	4
2018 Q4	$6.98M	Buy	+213,156	New	+$7.51M	6.7%	4

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

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

Strategic Wealth Management Group's IWF Position: Q2 2021 in Review

Strategic Wealth Management Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.1% in Q2 2021, buying an estimated $143K and bringing the position to 199,944 shares worth $13.6M. The position accounts for 4.95% of the portfolio, ranked #4.

Strategic Wealth Management Group first reported a position in IWF in Q4 2018 and has held it in 11 quarters since. 1,517 funds tracked by Wall St. Rank hold IWF as of Q2 2021.

Strategic Wealth Management Group held 199,944 shares of iShares Russell 1000 Growth ETF worth $13.6M as of Q2 2021.
Strategic Wealth Management Group bought 2,212 iShares Russell 1000 Growth ETF shares in Q2 2021, an estimated $143K.
iShares Russell 1000 Growth ETF made up 4.95% of Strategic Wealth Management Group's portfolio in Q2 2021, its #4 holding.
Strategic Wealth Management Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 11 quarters since.
1,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.