Bank of the West’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bank of the West’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 Q2	–	Sell	-3,888	Closed	-$270K	–	215
2022 Q1	$270K	Sell	3,888 -252	-6%	-$17.2K	0.03%	200
2021 Q4	$316K	Hold	4,140	–	–	0.03%	200
2021 Q3	$284K	Sell	4,140 -760	-16%	-$53.8K	0.03%	201
2021 Q2	$333K	Sell	4,900 -1,368	-22%	-$88.2K	0.03%	190
2021 Q1	$381K	Sell	6,268 -1,872	-23%	-$114K	0.04%	182
2020 Q4	$491K	Hold	8,140	–	–	0.06%	159
2020 Q3	$441K	Sell	8,140 -552	-6%	-$29.1K	0.06%	156
2020 Q2	$417K	Sell	8,692 -2,180	-20%	-$96.1K	0.06%	177
2020 Q1	$409K	Sell	10,872 -4,604	-30%	-$198K	0.06%	193
2019 Q4	$681K	Sell	15,476 -820	-5%	-$34.2K	0.08%	170
2019 Q3	$650K	Buy	16,296 +7,604	+87%	+$305K	0.08%	180
2019 Q2	$342K	Sell	8,692 -176	-2%	-$6.81K	0.04%	227
2019 Q1	$336K	Sell	8,868 -480	-5%	-$17.2K	0.04%	230
2018 Q4	$306K	Hold	9,348	–	–	0.04%	242
2018 Q3	$365K	Sell	9,348 -46,160	-83%	-$1.75M	0.04%	245
2018 Q2	$2M	Sell	55,508 -340	-0.6%	-$12K	0.25%	111
2018 Q1	$1.9M	Buy	55,848 +45,692	+450%	+$1.6M	0.24%	121
2017 Q4	$342K	Buy	10,156 +468	+5%	+$15.3K	0.04%	239
2017 Q3	$303K	Sell	9,688 -780	-7%	-$23.9K	0.04%	251
2017 Q2	$311K	Buy	+10,468	New	+$307K	0.04%	249
2017 Q1	–	Sell	-7,920	Closed	-$208K	–	304
2016 Q4	$208K	Sell	7,920 -2,000	-20%	-$51.9K	0.03%	291
2016 Q3	$258K	Buy	+9,920	New	+$258K	0.04%	264
2016 Q2	–	Sell	-8,612	Closed	-$215K	–	299
2016 Q1	$215K	Buy	+8,612	New	+$203K	0.03%	269

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

Bank of the West's IWF Position: Q2 2022 in Review

Bank of the West sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2022, closing a stake of 3,888 shares — an estimated $270K sold.

Bank of the West first reported a position in IWF in Q1 2016 and held it in 23 quarters. The position peaked at $2M in Q2 2018. 1,595 funds tracked by Wall St. Rank hold IWF as of Q2 2022.

Bank of the West reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2022 after selling out during the quarter.
Bank of the West sold 3,888 iShares Russell 1000 Growth ETF shares in Q2 2022, an estimated $270K.
Bank of the West first reported a position in iShares Russell 1000 Growth ETF in Q1 2016 and held it in 23 quarters.
Bank of the West's iShares Russell 1000 Growth ETF position peaked at $2M in Q2 2018.
1,595 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2022.

Based on Bank of the West's 13F filing for Q2 2022, filed 2 Aug 2022.