Aristotle Atlantic Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Aristotle Atlantic Partners’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
2024 Q1	–	Sell	-11,224	Closed	-$851K	–	93
2023 Q4	$851K	Buy	+11,224	New	+$794K	0.03%	82
2023 Q1	–	Sell	-91,972	Closed	-$4.93M	–	104
2022 Q4	$4.93M	Buy	+91,972	New	+$5.06M	0.28%	69
2022 Q3	–	Sell	-9,424	Closed	-$515K	–	101
2022 Q2	$515K	Buy	+9,424	New	+$566K	0.04%	89
2022 Q1	–	Sell	-3,308	Closed	-$253K	–	102
2021 Q4	$253K	Buy	+3,308	New	+$245K	0.01%	99

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Aristotle Atlantic Partners's IWF Position: Q1 2024 in Review

Aristotle Atlantic Partners sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2024, closing a stake of 11,224 shares — an estimated $851K sold.

Aristotle Atlantic Partners first reported a position in IWF in Q4 2021 and held it in 4 quarters. The position peaked at $4.93M in Q4 2022. 1,962 funds tracked by Wall St. Rank hold IWF as of Q1 2024.

Aristotle Atlantic Partners reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2024 after selling out during the quarter.
Aristotle Atlantic Partners sold 11,224 iShares Russell 1000 Growth ETF shares in Q1 2024, an estimated $851K.
Aristotle Atlantic Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and held it in 4 quarters.
Aristotle Atlantic Partners's iShares Russell 1000 Growth ETF position peaked at $4.93M in Q4 2022.
1,962 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2024.

Based on Aristotle Atlantic Partners's 13F filing for Q1 2024, filed 15 May 2024.