WealthOne’s iShares Russell 1000 Growth ETF IWF Stock Holding History

WealthOne’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	-7,588	Closed	-$457K	–	125
2020 Q4	$457K	Buy	+7,588	New	+$432K	0.22%	62
2020 Q3	–	Sell	-8,176	Closed	-$392K	–	104
2020 Q2	$392K	Buy	+8,176	New	+$360K	0.24%	54
2019 Q1	–	Sell	-1,672	Closed	-$55K	–	309
2018 Q4	$55K	Buy	+1,672	New	+$58.9K	0.05%	171

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthOne's IWF Position: Q1 2021 in Review

WealthOne sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2021, closing a stake of 7,588 shares — an estimated $457K sold.

WealthOne first reported a position in IWF in Q4 2018 and held it in 3 quarters. The position peaked at $457K in Q4 2020. 1,473 funds tracked by Wall St. Rank hold IWF as of Q1 2021.

WealthOne reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2021 after selling out during the quarter.
WealthOne sold 7,588 iShares Russell 1000 Growth ETF shares in Q1 2021, an estimated $457K.
WealthOne first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and held it in 3 quarters.
WealthOne's iShares Russell 1000 Growth ETF position peaked at $457K in Q4 2020.
1,473 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2021.

Based on WealthOne's 13F filing for Q1 2021, filed 27 Apr 2021.