Vicus Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Vicus Capital’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	-4,044	Closed	-$244K	–	242
2020 Q4	$244K	Buy	+4,044	New	+$230K	0.03%	197
2015 Q2	–	Sell	-330,984	Closed	-$8.19K	–	191
2015 Q1	$8.19K	Buy	+330,984	New	+$8.09M	1.58%	14

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

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

Vicus Capital's IWF Position: Q1 2021 in Review

Vicus Capital sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2021, closing a stake of 4,044 shares — an estimated $244K sold.

Vicus Capital first reported a position in IWF in Q1 2015 and held it in 2 quarters. The position peaked at $244K in Q4 2020. 1,472 funds tracked by Wall St. Rank hold IWF as of Q1 2021.

Vicus Capital reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2021 after selling out during the quarter.
Vicus Capital sold 4,044 iShares Russell 1000 Growth ETF shares in Q1 2021, an estimated $244K.
Vicus Capital first reported a position in iShares Russell 1000 Growth ETF in Q1 2015 and held it in 2 quarters.
Vicus Capital's iShares Russell 1000 Growth ETF position peaked at $244K in Q4 2020.
1,472 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2021.

Based on Vicus Capital's 13F filing for Q1 2021, filed 4 May 2021.