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Syverson Strege & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Syverson Strege & Co’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 		– Sell
-224
Closed -$14K – 273
2020
Q4 		$14K Buy
+224
New +$12.8K 0.01% 169

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

Syverson Strege & Co's IWF Position: Q1 2021 in Review

Syverson Strege & Co sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2021, closing a stake of 224 shares — an estimated $14K sold.

Syverson Strege & Co first reported a position in IWF in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 1,472 funds tracked by Wall St. Rank hold IWF as of Q1 2021.

  • Syverson Strege & Co reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Syverson Strege & Co sold 224 iShares Russell 1000 Growth ETF shares in Q1 2021, an estimated $14K.
  • Syverson Strege & Co first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and held it in 1 quarter.
  • Syverson Strege & Co's iShares Russell 1000 Growth ETF position peaked at $14K in Q4 2020.
  • 1,472 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2021.

Based on Syverson Strege & Co's 13F filing for Q1 2021, filed 7 May 2021.