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Wealthspire Advisors (Maryland)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$13.9M Buy
257,272
+99,896
+63% +$5.26M 0.49% 30
2020
Q2 		$7.55M Sell
157,376
-45,696
-23% -$2.01M 0.54% 29
2020
Q1 		$7.65M Sell
203,072
-4,692
-2% -$202K 0.67% 26
2019
Q4 		$9.14M Sell
207,764
-2,788
-1% -$116K 0.61% 30
2019
Q3 		$8.4M Sell
210,552
-60
-0% -$2.41K 0.61% 33
2019
Q2 		$8.28M Sell
210,612
-6,664
-3% -$258K 0.62% 33
2019
Q1 		$8.22M Sell
217,276
-16,940
-7% -$609K 0.62% 33
2018
Q4 		$7.67M Buy
234,216
+25,220
+12% +$889K 0.68% 30
2018
Q3 		$8.15M Sell
208,996
-2,872
-1% -$109K 0.67% 27
2018
Q2 		$7.62M Buy
211,868
+244
+0.1% +$8.61K 0.69% 26
2018
Q1 		$7.2M Sell
211,624
-20
-0% -$701 0.68% 26
2017
Q4 		$7.13M Buy
211,644
+7,144
+3% +$234K 0.69% 25
2017
Q3 		$6.39M Buy
204,500
+14,792
+8% +$453K 0.7% 27
2017
Q2 		$5.64M Buy
189,708
+22,840
+14% +$670K 0.67% 26
2017
Q1 		$4.75M Buy
166,868
+2,060
+1% +$57.1K 0.68% 24
2016
Q4 		$4.32M Sell
164,808
-9,324
-5% -$242K 0.65% 27
2016
Q3 		$4.54M Buy
174,132
+2,416
+1% +$62.8K 0.71% 23
2016
Q2 		$4.31M Buy
171,716
+6,188
+4% +$155K 0.72% 26
2016
Q1 		$4.13M Sell
165,528
-2,944
-2% -$69.6K 0.73% 23
2015
Q4 		$4.19M Buy
+168,472
New +$4.2M 0.78% 20

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
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
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

Wealthspire Advisors (Maryland)'s IWF Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its iShares Russell 1000 Growth ETF (IWF) stake by 63% in Q3 2020, buying an estimated $5.26M and bringing the position to 257,272 shares worth $13.9M. The position accounts for 0.49% of the portfolio, ranked #30.

Wealthspire Advisors (Maryland) first reported a position in IWF in Q4 2015 and has held it in 20 quarters since. 1,320 funds tracked by Wall St. Rank hold IWF as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 257,272 shares of iShares Russell 1000 Growth ETF worth $13.9M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 99,896 iShares Russell 1000 Growth ETF shares in Q3 2020, an estimated $5.26M.
  • iShares Russell 1000 Growth ETF made up 0.49% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #30 holding.
  • Wealthspire Advisors (Maryland) first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 20 quarters since.
  • 1,320 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.