Van Strum & Towne’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Van Strum & Towne’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	–	Sell	-5,704	Closed	-$347K	–	98
2021 Q1	$347K	Hold	5,704	–	–	0.18%	70
2020 Q4	$344K	Hold	5,704	–	–	0.19%	67
2020 Q3	$309K	Hold	5,704	–	–	0.2%	61
2020 Q2	$274K	Hold	5,704	–	–	0.19%	63
2020 Q1	$215K	Hold	5,704	–	–	0.17%	64
2019 Q4	$251K	Hold	5,704	–	–	0.15%	65
2019 Q3	$228K	Hold	5,704	–	–	0.15%	66
2019 Q2	$224K	Hold	5,704	–	–	0.16%	64
2019 Q1	$216K	Buy	+5,704	New	+$205K	0.16%	64
2018 Q4	–	Sell	-5,704	Closed	-$222K	–	66
2018 Q3	$222K	Hold	5,704	–	–	0.14%	64
2018 Q2	$205K	Buy	+5,704	New	+$201K	0.14%	65

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Van Strum & Towne's IWF Position: Q2 2021 in Review

Van Strum & Towne sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2021, closing a stake of 5,704 shares — an estimated $347K sold.

Van Strum & Towne first reported a position in IWF in Q2 2018 and held it in 11 quarters. The position peaked at $347K in Q1 2021. 1,517 funds tracked by Wall St. Rank hold IWF as of Q2 2021.

Van Strum & Towne reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2021 after selling out during the quarter.
Van Strum & Towne sold 5,704 iShares Russell 1000 Growth ETF shares in Q2 2021, an estimated $347K.
Van Strum & Towne first reported a position in iShares Russell 1000 Growth ETF in Q2 2018 and held it in 11 quarters.
Van Strum & Towne's iShares Russell 1000 Growth ETF position peaked at $347K in Q1 2021.
1,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2021.

Based on Van Strum & Towne's 13F filing for Q2 2021, filed 6 Aug 2021.