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

Taylor Hoffman 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
2022 Q1	–	Sell	-2,728	Closed	-$208K	–	138
2021 Q4	$208K	Sell	2,728 -256	-9%	-$19K	0.08%	131
2021 Q3	$207K	Hold	2,984	–	–	0.09%	128
2021 Q2	$203K	Sell	2,984 -1,824	-38%	-$118K	0.09%	127
2021 Q1	$292K	Sell	4,808 -952	-17%	-$57.9K	0.13%	108
2020 Q4	$347K	Hold	5,760	–	–	0.18%	104
2020 Q3	$312K	Sell	5,760 -444	-7%	-$23.4K	0.18%	102
2020 Q2	$298K	Sell	6,204 -228	-4%	-$10K	0.19%	98
2020 Q1	$242K	Hold	6,432	–	–	0.23%	97
2019 Q4	$283K	Sell	6,432 -248	-4%	-$10.4K	0.18%	103
2019 Q3	$267K	Hold	6,680	–	–	0.19%	102
2019 Q2	$263K	Hold	6,680	–	–	0.21%	100
2019 Q1	$253K	Sell	6,680 -92	-1%	-$3.31K	0.19%	105
2018 Q4	$222K	Sell	6,772 -104	-2%	-$3.67K	0.2%	92
2018 Q3	$268K	Hold	6,876	–	–	0.21%	90
2018 Q2	$247K	Hold	6,876	–	–	0.21%	92
2018 Q1	$234K	Hold	6,876	–	–	0.21%	91
2017 Q4	$232K	Buy	+6,876	New	+$225K	0.22%	91

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Taylor Hoffman Wealth Management's IWF Position: Q1 2022 in Review

Taylor Hoffman Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2022, closing a stake of 2,728 shares — an estimated $208K sold.

Taylor Hoffman Wealth Management first reported a position in IWF in Q4 2017 and held it in 17 quarters. The position peaked at $347K in Q4 2020. 1,660 funds tracked by Wall St. Rank hold IWF as of Q1 2022.

Taylor Hoffman Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2022 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 2,728 iShares Russell 1000 Growth ETF shares in Q1 2022, an estimated $208K.
Taylor Hoffman Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and held it in 17 quarters.
Taylor Hoffman Wealth Management's iShares Russell 1000 Growth ETF position peaked at $347K in Q4 2020.
1,660 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2022.

Based on Taylor Hoffman Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.