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Sullivan, Bruyette, Speros & Blaney’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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 		$2.91M Buy
47,924
+1,064
+2% +$64.8K 0.13% 51
2020
Q4 		$2.83M Sell
46,860
-1,920
-4% -$109K 0.13% 51
2020
Q3 		$2.65M Buy
48,780
+3,376
+7% +$178K 0.15% 48
2020
Q2 		$2.18M Sell
45,404
-1,256
-3% -$55.4K 0.13% 46
2020
Q1 		$1.76M Buy
46,660
+1,356
+3% +$58.4K 0.12% 47
2019
Q4 		$1.99M Sell
45,304
-32
-0.1% -$1.34K 0.11% 48
2019
Q3 		$1.81M Sell
45,336
-500
-1% -$20K 0.11% 53
2019
Q2 		$1.8M Hold
45,836
– – 0.11% 51
2019
Q1 		$1.73M Hold
45,836
– – 0.11% 49
2018
Q4 		$1.5M Buy
45,836
+2,000
+5% +$70.5K 0.1% 47
2018
Q3 		$1.71M Buy
43,836
+8,924
+26% +$338K 0.16% 31
2018
Q2 		$1.25M Buy
34,912
+1,244
+4% +$43.9K 0.12% 44
2018
Q1 		$1.15M Sell
33,668
-772
-2% -$27.1K 0.11% 47
2017
Q4 		$1.16M Sell
34,440
-6,936
-17% -$227K 0.11% 51
2017
Q3 		$1.29M Buy
41,376
+12,652
+44% +$387K 0.13% 45
2017
Q2 		$855K Sell
28,724
-1,740
-6% -$51.1K 0.09% 60
2017
Q1 		$867K Sell
30,464
-1,456
-5% -$40.4K 0.09% 55
2016
Q4 		$837K Hold
31,920
– – 0.09% 54
2016
Q3 		$831K Hold
31,920
– – 0.08% 52
2016
Q2 		$801K Buy
+31,920
New +$797K 0.08% 52

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's IWF Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.3% in Q1 2021, buying an estimated $64.8K and bringing the position to 47,924 shares worth $2.91M. The position accounts for 0.13% of the portfolio, ranked #51.

Sullivan, Bruyette, Speros & Blaney first reported a position in IWF in Q2 2016 and has held it in 20 quarters since. 1,473 funds tracked by Wall St. Rank hold IWF as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 47,924 shares of iShares Russell 1000 Growth ETF worth $2.91M as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney bought 1,064 iShares Russell 1000 Growth ETF shares in Q1 2021, an estimated $64.8K.
  • iShares Russell 1000 Growth ETF made up 0.13% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #51 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in iShares Russell 1000 Growth ETF in Q2 2016 and has held it in 20 quarters since.
  • 1,473 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.