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tru Independence’s iShares Russell 1000 Growth ETF IWF Stock Holding History

tru Independence’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 		– Sell
-6,564
Closed -$356K – 795
2020
Q3 		$356K Buy
+6,564
New +$346K 0.1% 132
2020
Q1 		– Sell
-8,768
Closed -$330K – 817
2019
Q4 		$330K Buy
+8,768
New +$366K 0.05% 205

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

tru Independence's IWF Position: Q4 2020 in Review

tru Independence sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2020, closing a stake of 6,564 shares — an estimated $356K sold.

tru Independence first reported a position in IWF in Q4 2019 and held it in 2 quarters. The position peaked at $356K in Q3 2020. 1,487 funds tracked by Wall St. Rank hold IWF as of Q4 2020.

  • tru Independence reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • tru Independence sold 6,564 iShares Russell 1000 Growth ETF shares in Q4 2020, an estimated $356K.
  • tru Independence first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 2 quarters.
  • tru Independence's iShares Russell 1000 Growth ETF position peaked at $356K in Q3 2020.
  • 1,487 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2020.

Based on tru Independence's 13F filing for Q4 2020, filed 9 Mar 2021.