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

Autus 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 Q1	–	Sell	-22,360	Closed	-$1.71M	–	165
2021 Q4	$1.71M	Sell	22,360 -204	-0.9%	-$15.1K	0.17%	81
2021 Q3	$1.55M	Sell	22,564 -1,024	-4%	-$72.4K	0.17%	82
2021 Q2	$1.6M	Sell	23,588 -528	-2%	-$34K	0.18%	80
2021 Q1	$1.47M	Sell	24,116 -796	-3%	-$48.4K	0.17%	82
2020 Q4	$1.5M	Sell	24,912 -1,948	-7%	-$111K	0.19%	81
2020 Q3	$1.46M	Sell	26,860 -456	-2%	-$24K	0.19%	79
2020 Q2	$1.31M	Sell	27,316 -2,088	-7%	-$92K	0.19%	83
2020 Q1	$1.11M	Sell	29,404 -488	-2%	-$21K	0.19%	78
2019 Q4	$1.31M	Sell	29,892 -828	-3%	-$34.6K	0.19%	81
2019 Q3	$1.23M	Sell	30,720 -28	-0.1%	-$1.12K	0.19%	81
2019 Q2	$1.21M	Sell	30,748 -652	-2%	-$25.2K	0.19%	82
2019 Q1	$1.19M	Sell	31,400 -1,100	-3%	-$39.5K	0.2%	84
2018 Q4	$1.06M	Sell	32,500 -1,052	-3%	-$37.1K	0.2%	79
2018 Q3	$1.31M	Sell	33,552 -1,036	-3%	-$39.2K	0.22%	80
2018 Q2	$1.24M	Sell	34,588 -1,056	-3%	-$37.3K	0.22%	79
2018 Q1	$1.21M	Sell	35,644 -1,552	-4%	-$54.4K	0.22%	82
2017 Q4	$1.25M	Sell	37,196 -452	-1%	-$14.8K	0.23%	79
2017 Q3	$1.18M	Sell	37,648 -1,212	-3%	-$37.1K	0.23%	79
2017 Q2	$1.16M	Buy	38,860 +440	+1%	+$12.9K	0.23%	78
2017 Q1	$1.09M	Sell	38,420 -1,208	-3%	-$33.5K	0.23%	82
2016 Q4	$1.04M	Sell	39,628 -528	-1%	-$13.7K	0.23%	83
2016 Q3	$1.05M	Buy	40,156 +1,136	+3%	+$29.5K	0.23%	83
2016 Q2	$979K	Buy	39,020 +17,640	+83%	+$440K	0.22%	89
2016 Q1	$533K	Buy	21,380 +4,216	+25%	+$99.6K	0.13%	112
2015 Q4	$427K	Buy	+17,164	New	+$428K	0.11%	120

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Autus Asset Management's IWF Position: Q1 2022 in Review

Autus Asset Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2022, closing a stake of 22,360 shares — an estimated $1.71M sold.

Autus Asset Management first reported a position in IWF in Q4 2015 and held it in 25 quarters. The position peaked at $1.71M in Q4 2021. 1,662 funds tracked by Wall St. Rank hold IWF as of Q1 2022.

Autus Asset Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2022 after selling out during the quarter.
Autus Asset Management sold 22,360 iShares Russell 1000 Growth ETF shares in Q1 2022, an estimated $1.71M.
Autus Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and held it in 25 quarters.
Autus Asset Management's iShares Russell 1000 Growth ETF position peaked at $1.71M in Q4 2021.
1,662 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2022.

Based on Autus Asset Management's 13F filing for Q1 2022, filed 13 Apr 2022.