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USCA RIA’s iShares Russell 1000 Growth ETF IWF Stock Holding History

USCA RIA’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
Q2 		$1.11M Sell
16,336
-144
-0.9% -$9.28K 0.07% 293
2021
Q1 		$1M Buy
16,480
+10,720
+186% +$652K 0.07% 299
2020
Q4 		$347K Sell
5,760
-1,140
-17% -$64.9K 0.02% 386
2020
Q3 		$374K Buy
6,900
+1,480
+27% +$78K 0.03% 339
2020
Q2 		$260K Sell
5,420
-116
-2% -$5.11K 0.02% 372
2020
Q1 		$209K Sell
5,536
-56,744
-91% -$2.45M 0.02% 364
2019
Q4 		$2.74M Hold
62,280
– – 0.25% 131
2019
Q3 		$2.48M Hold
62,280
– – 0.24% 123
2019
Q2 		$2.45M Sell
62,280
-4,088
-6% -$158K 0.25% 121
2019
Q1 		$2.51M Sell
66,368
-38,136
-36% -$1.37M 0.27% 124
2018
Q4 		$3.42M Sell
104,504
-104,680
-50% -$3.69M 0.46% 62
2018
Q3 		$8.16M Buy
209,184
+9,876
+5% +$374K 0.83% 26
2018
Q2 		$7.17M Buy
199,308
+28,500
+17% +$1.01M 0.77% 31
2018
Q1 		$5.81M Sell
170,808
-26,152
-13% -$917K 0.64% 38
2017
Q4 		$6.63M Buy
196,960
+46,944
+31% +$1.54M 0.73% 31
2017
Q3 		$4.46M Hold
150,016
– – 0.58% 45
2017
Q2 		$4.46M Buy
150,016
+8,968
+6% +$263K 0.57% 46
2017
Q1 		$4.01M Sell
141,048
-12,712
-8% -$353K 0.59% 42
2016
Q4 		$4.03M Sell
153,760
-38,352
-20% -$995K 0.62% 42
2016
Q3 		$5M Sell
192,112
-1,928
-1% -$50.1K 0.83% 18
2016
Q2 		$4.87M Buy
194,040
+10,160
+6% +$254K 0.82% 25
2016
Q1 		$4.59M Buy
+183,880
New +$4.34M 0.83% 25

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
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

USCA RIA's IWF Position: Q2 2021 in Review

USCA RIA reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.87% in Q2 2021, selling an estimated $9.28K and leaving 16,336 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #293.

USCA RIA first reported a position in IWF in Q1 2016 and has held it in 22 quarters since. The position peaked at $8.16M in Q3 2018. 1,517 funds tracked by Wall St. Rank hold IWF as of Q2 2021.

  • USCA RIA held 16,336 shares of iShares Russell 1000 Growth ETF worth $1.11M as of Q2 2021.
  • USCA RIA sold 144 iShares Russell 1000 Growth ETF shares in Q2 2021, an estimated $9.28K.
  • iShares Russell 1000 Growth ETF made up 0.07% of USCA RIA's portfolio in Q2 2021, its #293 holding.
  • USCA RIA first reported a position in iShares Russell 1000 Growth ETF in Q1 2016 and has held it in 22 quarters since.
  • USCA RIA's iShares Russell 1000 Growth ETF position peaked at $8.16M in Q3 2018.
  • 1,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.