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Wealth Quarterback’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Wealth Quarterback’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
Q3 		$82K Buy
1,184
+4
+0.3% +$283 0.05% 177
2021
Q2 		$81K Buy
+1,180
New +$76.1K 0.05% 187
2020
Q2 		– Sell
-2,644
Closed -$99.6K – 433
2020
Q1 		$99.6K Buy
2,644
+4
+0.2% +$172 0.09% 150
2019
Q4 		$116K Buy
+2,640
New +$110K 0.1% 149

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Wealth Quarterback's IWF Position: Q3 2021 in Review

Wealth Quarterback increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.34% in Q3 2021, buying an estimated $283 and bringing the position to 1,184 shares worth $82K. The position accounts for 0.05% of the portfolio, ranked #177.

Wealth Quarterback first reported a position in IWF in Q4 2019 and has held it in 4 quarters since. The position peaked at $116K in Q4 2019. 1,522 funds tracked by Wall St. Rank hold IWF as of Q3 2021.

  • Wealth Quarterback held 1,184 shares of iShares Russell 1000 Growth ETF worth $82K as of Q3 2021.
  • Wealth Quarterback bought 4 iShares Russell 1000 Growth ETF shares in Q3 2021, an estimated $283.
  • iShares Russell 1000 Growth ETF made up 0.05% of Wealth Quarterback's portfolio in Q3 2021, its #177 holding.
  • Wealth Quarterback first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's iShares Russell 1000 Growth ETF position peaked at $116K in Q4 2019.
  • 1,522 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.