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United Asset Strategies’s iShares Russell 1000 Growth ETF IWF Stock Holding History

United Asset Strategies’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
-3,696
Closed -$223K – 225
2020
Q4 		$223K Sell
3,696
-9,156
-71% -$521K 0.04% 191
2020
Q3 		$697K Sell
12,852
-2,132
-14% -$112K 0.13% 110
2020
Q2 		$719K Sell
14,984
-912
-6% -$40.2K 0.14% 109
2020
Q1 		$599K Sell
15,896
-3,116
-16% -$134K 0.15% 113
2019
Q4 		$836K Buy
19,012
+120
+0.6% +$5.01K 0.16% 114
2019
Q3 		$754K Sell
18,892
-180
-0.9% -$7.22K 0.17% 113
2019
Q2 		$750K Buy
19,072
+244
+1% +$9.44K 0.17% 110
2019
Q1 		$712K Buy
18,828
+1,360
+8% +$48.9K 0.17% 119
2018
Q4 		$572K Buy
17,468
+2,084
+14% +$73.5K 0.16% 121
2018
Q3 		$600K Sell
15,384
-580
-4% -$22K 0.14% 130
2018
Q2 		$574K Buy
15,964
+1,728
+12% +$61K 0.15% 128
2018
Q1 		$484K Sell
14,236
-480
-3% -$16.8K 0.14% 123
2017
Q4 		$495K Sell
14,716
-736
-5% -$24.1K 0.13% 125
2017
Q3 		$483K Buy
+15,452
New +$473K 0.27% 69

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

United Asset Strategies's IWF Position: Q1 2021 in Review

United Asset Strategies sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2021, closing a stake of 3,696 shares — an estimated $223K sold.

United Asset Strategies first reported a position in IWF in Q3 2017 and held it in 14 quarters. The position peaked at $836K in Q4 2019. 1,472 funds tracked by Wall St. Rank hold IWF as of Q1 2021.

  • United Asset Strategies reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • United Asset Strategies sold 3,696 iShares Russell 1000 Growth ETF shares in Q1 2021, an estimated $223K.
  • United Asset Strategies first reported a position in iShares Russell 1000 Growth ETF in Q3 2017 and held it in 14 quarters.
  • United Asset Strategies's iShares Russell 1000 Growth ETF position peaked at $836K in Q4 2019.
  • 1,472 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2021.

Based on United Asset Strategies's 13F filing for Q1 2021, filed 27 Apr 2021.