AMI Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

AMI Investment 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 Q1	–	Sell	-13,340	Closed	-$882K	–	75
2021 Q4	$882K	Sell	13,340 -35,000	-72%	-$2.59M	0.36%	50
2021 Q3	$2.92M	Hold	48,340	–	–	1.22%	29
2021 Q2	$2.93M	Hold	48,340	–	–	1.16%	30
2021 Q1	$2.71M	Hold	48,340	–	–	1.14%	31
2020 Q4	$2.56M	Hold	48,340	–	–	1.13%	32
2020 Q3	$2.26M	Hold	48,340	–	–	1.14%	32
2020 Q2	$2.08M	Hold	48,340	–	–	1.1%	36
2020 Q1	$1.71M	Sell	48,340 -10,000	-17%	-$431K	1.01%	38
2019 Q4	$2.6M	Hold	58,340	–	–	1.11%	31
2019 Q3	$2.4M	Buy	+58,340	New	+$2.34M	1.12%	31

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

AMI Investment Management's IWF Position: Q1 2022 in Review

AMI Investment Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2022, closing a stake of 13,340 shares — an estimated $882K sold.

AMI Investment Management first reported a position in IWF in Q3 2019 and held it in 10 quarters. The position peaked at $2.93M in Q2 2021. 1,660 funds tracked by Wall St. Rank hold IWF as of Q1 2022.

AMI Investment Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2022 after selling out during the quarter.
AMI Investment Management sold 13,340 iShares Russell 1000 Growth ETF shares in Q1 2022, an estimated $882K.
AMI Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2019 and held it in 10 quarters.
AMI Investment Management's iShares Russell 1000 Growth ETF position peaked at $2.93M in Q2 2021.
1,660 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2022.

Based on AMI Investment Management's 13F filing for Q1 2022, filed 11 May 2022.