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Wilshire Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Wilshire Advisors’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
Q4 		– Sell
-55,588
Closed -$3.01M – 23
2020
Q3 		$3.01M Sell
55,588
-5,996
-10% -$316K 3.06% 13
2020
Q2 		$2.96M Buy
61,584
+15,332
+33% +$676K 3.11% 13
2020
Q1 		$1.74M Sell
46,252
-3,092
-6% -$133K 1.9% 20
2019
Q4 		$2.17M Sell
49,344
-3,860
-7% -$161K 1.93% 20
2019
Q3 		$2.12M Sell
53,204
-1,668
-3% -$66.9K 1.89% 22
2019
Q2 		$2.16M Sell
54,872
-2,364
-4% -$91.5K 1.91% 22
2019
Q1 		$2.17M Sell
57,236
-6,000
-9% -$216K 2.03% 19
2018
Q4 		$2.07M Buy
63,236
+3,060
+5% +$108K 2.18% 17
2018
Q3 		$2.35M Sell
60,176
-34,056
-36% -$1.29M 2.22% 17
2018
Q2 		$3.39M Buy
94,232
+30,916
+49% +$1.09M 3.2% 13
2018
Q1 		$2.15M Sell
63,316
-37,872
-37% -$1.33M 2.01% 16
2017
Q4 		$3.41M Sell
101,188
-41,060
-29% -$1.35M 3.17% 13
2017
Q3 		$4.45M Sell
142,248
-4,196
-3% -$128K 3.94% 12
2017
Q2 		$4.34M Buy
146,444
+70,080
+92% +$2.06M 3.77% 11
2017
Q1 		$2.17M Buy
+76,364
New +$2.12M 1.71% 17

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wilshire Advisors's IWF Position: Q4 2020 in Review

Wilshire Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2020, closing a stake of 55,588 shares — an estimated $3.01M sold.

Wilshire Advisors first reported a position in IWF in Q1 2017 and held it in 15 quarters. The position peaked at $4.45M in Q3 2017. 1,485 funds tracked by Wall St. Rank hold IWF as of Q4 2020.

  • Wilshire Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Wilshire Advisors sold 55,588 iShares Russell 1000 Growth ETF shares in Q4 2020, an estimated $3.01M.
  • Wilshire Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2017 and held it in 15 quarters.
  • Wilshire Advisors's iShares Russell 1000 Growth ETF position peaked at $4.45M in Q3 2017.
  • 1,485 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2020.

Based on Wilshire Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.