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

Asset Management Corp’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
2023 Q1	$766K	Sell	12,532 -1,176	-9%	-$67.8K	0.6%	40
2022 Q4	$734K	Buy	13,708 +16	+0.1%	+$880	0.62%	40
2022 Q3	$720K	Buy	13,692 +12	+0.1%	+$706	0.43%	50
2022 Q2	$748K	Buy	13,680 +12	+0.1%	+$720	0.48%	48
2022 Q1	$949K	Sell	13,668 -1,264	-8%	-$86.3K	0.47%	50
2021 Q4	$1.14M	Buy	14,932 +4	+0%	+$297	0.56%	43
2021 Q3	$1.02M	Buy	14,928 +12	+0.1%	+$849	0.51%	48
2021 Q2	$1.01M	Buy	14,916 +4	+0%	+$258	0.58%	46
2021 Q1	$906	Buy	14,912 +8	+0.1%	+$487	0.39%	52
2020 Q4	$888K	Buy	14,904 +8	+0.1%	+$455	0.5%	59
2020 Q3	$808K	Hold	14,896	–	–	0.49%	49
2020 Q2	$715K	Hold	14,896	–	–	0.46%	41
2020 Q1	$561K	Hold	14,896	–	–	0.5%	52
2019 Q4	$655K	Buy	+14,896	New	+$622K	0.46%	57

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

Asset Management Corp's IWF Position: Q1 2023 in Review

Asset Management Corp reduced its iShares Russell 1000 Growth ETF (IWF) stake by 8.6% in Q1 2023, selling an estimated $67.8K and leaving 12,532 shares worth $766K. The position accounts for 0.6% of the portfolio, ranked #40.

Asset Management Corp first reported a position in IWF in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.14M in Q4 2021. 1,697 funds tracked by Wall St. Rank hold IWF as of Q1 2023.

Asset Management Corp held 12,532 shares of iShares Russell 1000 Growth ETF worth $766K as of Q1 2023.
Asset Management Corp sold 1,176 iShares Russell 1000 Growth ETF shares in Q1 2023, an estimated $67.8K.
iShares Russell 1000 Growth ETF made up 0.6% of Asset Management Corp's portfolio in Q1 2023, its #40 holding.
Asset Management Corp first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 14 quarters since.
Asset Management Corp's iShares Russell 1000 Growth ETF position peaked at $1.14M in Q4 2021.
1,697 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2023.

Based on Asset Management Corp's 13F filing for Q1 2023, filed 14 Apr 2023.