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

WealthStone’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	$457K	Buy	7,536 +76	+1%	+$4.63K	0.16%	98
2020 Q4	$450K	Buy	+7,460	New	+$425K	0.16%	90

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

WealthStone's IWF Position: Q1 2021 in Review

WealthStone increased its iShares Russell 1000 Growth ETF (IWF) stake by 1% in Q1 2021, buying an estimated $4.63K and bringing the position to 7,536 shares worth $457K. The position accounts for 0.16% of the portfolio, ranked #98.

WealthStone first reported a position in IWF in Q4 2020 and has held it in 2 quarters since. 1,472 funds tracked by Wall St. Rank hold IWF as of Q1 2021.

WealthStone held 7,536 shares of iShares Russell 1000 Growth ETF worth $457K as of Q1 2021.
WealthStone bought 76 iShares Russell 1000 Growth ETF shares in Q1 2021, an estimated $4.63K.
iShares Russell 1000 Growth ETF made up 0.16% of WealthStone's portfolio in Q1 2021, its #98 holding.
WealthStone first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 2 quarters since.
1,472 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.