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VisionPoint Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

VisionPoint Advisory Group’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
2019
Q2 		– Sell
-8,396
Closed -$318K – 136
2019
Q1 		$318K Buy
+8,396
New +$302K 0.09% 93

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

VisionPoint Advisory Group's IWF Position: Q2 2019 in Review

VisionPoint Advisory Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2019, closing a stake of 8,396 shares — an estimated $318K sold.

VisionPoint Advisory Group first reported a position in IWF in Q1 2019 and held it in 1 quarter. The position peaked at $318K in Q1 2019. 1,111 funds tracked by Wall St. Rank hold IWF as of Q2 2019.

  • VisionPoint Advisory Group reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2019 after selling out during the quarter.
  • VisionPoint Advisory Group sold 8,396 iShares Russell 1000 Growth ETF shares in Q2 2019, an estimated $318K.
  • VisionPoint Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and held it in 1 quarter.
  • VisionPoint Advisory Group's iShares Russell 1000 Growth ETF position peaked at $318K in Q1 2019.
  • 1,111 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2019.

Based on VisionPoint Advisory Group's 13F filing for Q2 2019, filed 14 Aug 2019.