Cambiar Investors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cambiar Investors’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
2020 Q1	–	Sell	-5,616	Closed	-$247K	–	167
2019 Q4	$247K	Hold	5,616	–	–	0.01%	151
2019 Q3	$224K	Hold	5,616	–	–	0.01%	147
2019 Q2	$221K	Sell	5,616 -240	-4%	-$9.29K	0.01%	152
2019 Q1	$222K	Sell	5,856 -1,264	-18%	-$45.4K	0.01%	156
2018 Q4	$233K	Buy	7,120 +520	+8%	+$18.3K	0.01%	169
2018 Q3	$257K	Hold	6,600	–	–	﹤0.01%	167
2018 Q2	$237K	Hold	6,600	–	–	﹤0.01%	166
2018 Q1	$225K	Hold	6,600	–	–	﹤0.01%	160
2017 Q4	$222K	Hold	6,600	–	–	﹤0.01%	166
2017 Q3	$206K	Buy	+6,600	New	+$202K	﹤0.01%	162

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cambiar Investors's IWF Position: Q1 2020 in Review

Cambiar Investors sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2020, closing a stake of 5,616 shares — an estimated $247K sold.

Cambiar Investors first reported a position in IWF in Q3 2017 and held it in 10 quarters. The position peaked at $257K in Q3 2018. 1,217 funds tracked by Wall St. Rank hold IWF as of Q1 2020.

Cambiar Investors reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2020 after selling out during the quarter.
Cambiar Investors sold 5,616 iShares Russell 1000 Growth ETF shares in Q1 2020, an estimated $247K.
Cambiar Investors first reported a position in iShares Russell 1000 Growth ETF in Q3 2017 and held it in 10 quarters.
Cambiar Investors's iShares Russell 1000 Growth ETF position peaked at $257K in Q3 2018.
1,217 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2020.

Based on Cambiar Investors's 13F filing for Q1 2020, filed 30 Apr 2020.