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

SVA Wealth Management’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 Q4	$1.08M	Buy	18,004 +996	+6%	+$56.7K	0.09%	127
2020 Q3	$922K	Buy	17,008 +468	+3%	+$24.7K	0.09%	123
2020 Q2	$794K	Sell	16,540 -1,088	-6%	-$48K	0.08%	122
2020 Q1	$664K	Sell	17,628 -620	-3%	-$26.7K	0.08%	127
2019 Q4	$803K	Buy	18,248 +10,996	+152%	+$459K	0.07%	129
2019 Q3	$289K	Hold	7,252	–	–	0.03%	173
2019 Q2	$285K	Sell	7,252 -2,216	-23%	-$85.8K	0.03%	181
2019 Q1	$358K	Hold	9,468	–	–	0.03%	171
2018 Q4	$310K	Buy	9,468 +976	+11%	+$34.4K	0.03%	176
2018 Q3	$331K	Buy	8,492 +536	+7%	+$20.3K	0.03%	180
2018 Q2	$286K	Sell	7,956 -260	-3%	-$9.18K	0.03%	184
2018 Q1	$257K	Buy	8,216 +260	+3%	+$9.11K	0.03%	190
2017 Q4	$268K	Sell	7,956 -260	-3%	-$8.52K	0.03%	186
2017 Q3	$257K	Sell	8,216 -28	-0.3%	-$857	0.03%	190
2017 Q2	$245K	Buy	8,244 +328	+4%	+$9.63K	0.03%	185
2017 Q1	$225K	Buy	+7,916	New	+$220K	0.03%	181
2016 Q3	–	Sell	-9,712	Closed	-$244K	–	202
2016 Q2	$244K	Buy	+9,712	New	+$243K	0.04%	177
2015 Q3	–	Sell	-21,076	Closed	-$522K	–	207
2015 Q2	$522K	Sell	21,076 -600	-3%	-$15.1K	0.1%	151
2015 Q1	$536K	Buy	+21,676	New	+$529K	0.1%	156

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

SVA Wealth Management's IWF Position: Q4 2020 in Review

SVA Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 5.9% in Q4 2020, buying an estimated $56.7K and bringing the position to 18,004 shares worth $1.08M. The position accounts for 0.09% of the portfolio, ranked #127.

SVA Wealth Management first reported a position in IWF in Q1 2015 and has held it in 19 quarters since. 1,485 funds tracked by Wall St. Rank hold IWF as of Q4 2020.

SVA Wealth Management held 18,004 shares of iShares Russell 1000 Growth ETF worth $1.08M as of Q4 2020.
SVA Wealth Management bought 996 iShares Russell 1000 Growth ETF shares in Q4 2020, an estimated $56.7K.
iShares Russell 1000 Growth ETF made up 0.09% of SVA Wealth Management's portfolio in Q4 2020, its #127 holding.
SVA Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2015 and has held it in 19 quarters since.
1,485 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.