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Trinity Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Trinity Financial Advisors’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
-10,592
Closed -$639K – 51
2020
Q4 		$639K Buy
+10,592
New +$603K 0.58% 21

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

Trinity Financial Advisors's IWF Position: Q1 2021 in Review

Trinity Financial Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2021, closing a stake of 10,592 shares — an estimated $639K sold.

Trinity Financial Advisors first reported a position in IWF in Q4 2020 and held it in 1 quarter. The position peaked at $639K in Q4 2020. 1,472 funds tracked by Wall St. Rank hold IWF as of Q1 2021.

  • Trinity Financial Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Trinity Financial Advisors sold 10,592 iShares Russell 1000 Growth ETF shares in Q1 2021, an estimated $639K.
  • Trinity Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and held it in 1 quarter.
  • Trinity Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $639K in Q4 2020.
  • 1,472 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2021.

Based on Trinity Financial Advisors's 13F filing for Q1 2021, filed 20 Oct 2021.