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

Arlington 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	-7,228	Closed	-$548K	–	151
2023 Q4	$548K	Sell	7,228 -8,364	-54%	-$591K	0.16%	73
2023 Q3	$1.04M	Buy	15,592 +13,044	+512%	+$901K	0.43%	50
2023 Q2	$175K	Buy	+2,548	New	+$162K	0.03%	169
2023 Q1	–	Sell	-608	Closed	-$32.6K	–	583
2022 Q4	$32.6K	Buy	+608	New	+$33.4K	0.01%	252
2020 Q3	–	Sell	-8,844	Closed	-$424K	–	151
2020 Q2	$424K	Hold	8,844	–	–	0.24%	52
2020 Q1	$333K	Buy	+8,844	New	+$381K	0.17%	56
2018 Q4	–	Sell	-168	Closed	-$7K	–	237
2018 Q3	$7K	Hold	168	–	–	﹤0.01%	195
2018 Q2	$6K	Buy	+168	New	+$5.93K	0.01%	129

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

Arlington Partners's IWF Position: Q1 2024 in Review

Arlington Partners sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2024, closing a stake of 7,228 shares — an estimated $548K sold.

Arlington Partners first reported a position in IWF in Q2 2018 and held it in 8 quarters. The position peaked at $1.04M in Q3 2023. 1,962 funds tracked by Wall St. Rank hold IWF as of Q1 2024.

Arlington Partners reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2024 after selling out during the quarter.
Arlington Partners sold 7,228 iShares Russell 1000 Growth ETF shares in Q1 2024, an estimated $548K.
Arlington Partners first reported a position in iShares Russell 1000 Growth ETF in Q2 2018 and held it in 8 quarters.
Arlington Partners's iShares Russell 1000 Growth ETF position peaked at $1.04M in Q3 2023.
1,962 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2024.

Based on Arlington Partners's 13F filing for Q1 2024, filed 16 Apr 2024.