Tradition Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Tradition Asset 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 Q2	$414K	Sell	8,648 -420	-5%	-$18.5K	0.12%	127
2020 Q1	$341K	Hold	9,068	–	–	0.11%	131
2019 Q4	$398K	Hold	9,068	–	–	0.1%	143
2019 Q3	$361K	Buy	+9,068	New	+$364K	0.09%	145

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Tradition Asset Management's IWF Position: Q2 2020 in Review

Tradition Asset Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4.6% in Q2 2020, selling an estimated $18.5K and leaving 8,648 shares worth $414K. The position accounts for 0.12% of the portfolio, ranked #127.

Tradition Asset Management first reported a position in IWF in Q3 2019 and has held it in 4 quarters since. 1,292 funds tracked by Wall St. Rank hold IWF as of Q2 2020.

Tradition Asset Management held 8,648 shares of iShares Russell 1000 Growth ETF worth $414K as of Q2 2020.
Tradition Asset Management sold 420 iShares Russell 1000 Growth ETF shares in Q2 2020, an estimated $18.5K.
iShares Russell 1000 Growth ETF made up 0.12% of Tradition Asset Management's portfolio in Q2 2020, its #127 holding.
Tradition Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2019 and has held it in 4 quarters since.
1,292 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.