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USA Financial Formulas’s iShares Russell 1000 Growth ETF IWF Stock Holding History

USA Financial Formulas’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
2022
Q1 		– Sell
-660
Closed -$50K – 425
2021
Q4 		$50K Buy
+660
New +$48.9K 0.04% 151
2017
Q4 		– Sell
-25,988
Closed -$813K – 304
2017
Q3 		$813K Buy
+25,988
New +$795K 0.19% 101

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

USA Financial Formulas's IWF Position: Q1 2022 in Review

USA Financial Formulas sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2022, closing a stake of 660 shares — an estimated $50K sold.

USA Financial Formulas first reported a position in IWF in Q3 2017 and held it in 2 quarters. The position peaked at $813K in Q3 2017. 1,660 funds tracked by Wall St. Rank hold IWF as of Q1 2022.

  • USA Financial Formulas reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • USA Financial Formulas sold 660 iShares Russell 1000 Growth ETF shares in Q1 2022, an estimated $50K.
  • USA Financial Formulas first reported a position in iShares Russell 1000 Growth ETF in Q3 2017 and held it in 2 quarters.
  • USA Financial Formulas's iShares Russell 1000 Growth ETF position peaked at $813K in Q3 2017.
  • 1,660 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2022.

Based on USA Financial Formulas's 13F filing for Q1 2022, filed 16 Aug 2022.