1832 Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

1832 Asset Management’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
2022 Q3	–	Sell	-84	Closed	-$5K	–	900
2022 Q2	$5K	Sell	84 -7,124	-99%	-$428K	﹤0.01%	842
2022 Q1	$493K	Sell	7,208 -11,452	-61%	-$782K	﹤0.01%	671
2021 Q4	$1.45M	Buy	18,660 +6,152	+49%	+$456K	﹤0.01%	427
2021 Q3	$869K	Hold	12,508	–	–	﹤0.01%	500
2021 Q2	$846K	Buy	12,508 +84	+0.7%	+$5.42K	﹤0.01%	480
2021 Q1	$749K	Sell	12,424 -18,776	-60%	-$1.14M	﹤0.01%	456
2020 Q4	$1.88M	Sell	31,200 -16,400	-34%	-$933K	﹤0.01%	457
2020 Q3	$2.58M	Sell	47,600 -14,800	-24%	-$780K	0.01%	396
2020 Q2	$2.96M	Buy	62,400 +46,000	+280%	+$2.03M	0.01%	362
2020 Q1	$635K	Buy	+16,400	New	+$707K	﹤0.01%	497

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

1832 Asset Management's IWF Position: Q3 2022 in Review

1832 Asset Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2022, closing a stake of 84 shares — an estimated $5K sold.

1832 Asset Management first reported a position in IWF in Q1 2020 and held it in 10 quarters. The position peaked at $2.96M in Q2 2020. 1,574 funds tracked by Wall St. Rank hold IWF as of Q3 2022.

1832 Asset Management reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2022 after selling out during the quarter.
1832 Asset Management sold 84 iShares Russell 1000 Growth ETF shares in Q3 2022, an estimated $5K.
1832 Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and held it in 10 quarters.
1832 Asset Management's iShares Russell 1000 Growth ETF position peaked at $2.96M in Q2 2020.
1,574 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2022.

Based on 1832 Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.