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Unified Trust Company’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Unified Trust Company’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
Q3 		$444K Hold
6,484
– – 0.13% 64
2021
Q2 		$440K Hold
6,484
– – 0.13% 62
2021
Q1 		$393K Buy
+6,484
New +$395K 0.13% 61

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Unified Trust Company's IWF Position: Q3 2021 in Review

Unified Trust Company held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2021 at 6,484 shares worth $444K. The position accounts for 0.13% of the portfolio, ranked #64.

Unified Trust Company first reported a position in IWF in Q1 2021 and has held it in 3 quarters since. 1,522 funds tracked by Wall St. Rank hold IWF as of Q3 2021.

  • Unified Trust Company held 6,484 shares of iShares Russell 1000 Growth ETF worth $444K as of Q3 2021.
  • Unified Trust Company left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2021.
  • iShares Russell 1000 Growth ETF made up 0.13% of Unified Trust Company's portfolio in Q3 2021, its #64 holding.
  • Unified Trust Company first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and has held it in 3 quarters since.
  • 1,522 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2021.

Based on Unified Trust Company's 13F filing for Q3 2021, filed 23 Nov 2021.