Capital Fund Management (CFM)
IWF icon

Capital Fund Management (CFM)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Capital Fund Management (CFM)’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
-11,200
Closed -$493K – 1801
2019
Q4 		$493K Buy
+11,200
New +$468K ﹤0.01% 1397
2019
Q3 		– Sell
-82,800
Closed -$3.26M – 1778
2019
Q2 		$3.26M Sell
82,800
-12,400
-13% -$480K 0.03% 654
2019
Q1 		$3.6M Sell
95,200
-38,400
-29% -$1.38M 0.03% 607
2018
Q4 		$4.37M Sell
133,600
-151,200
-53% -$5.33M 0.04% 558
2018
Q3 		$11.1M Buy
284,800
+104,800
+58% +$3.97M 0.06% 456
2018
Q2 		$6.47M Sell
180,000
-74,000
-29% -$2.61M 0.03% 627
2018
Q1 		$8.64M Buy
254,000
+154,000
+154% +$5.4M 0.05% 490
2017
Q4 		$3.37M Sell
100,000
-113,600
-53% -$3.72M 0.02% 809
2017
Q3 		$6.68M Buy
213,600
+166,000
+349% +$5.08M 0.05% 453
2017
Q2 		$1.42M Buy
+47,600
New +$1.4M 0.01% 811
2016
Q3 		– Sell
-380,772
Closed -$9.55M – 1678
2016
Q2 		$9.55M Buy
+380,772
New +$9.51M 0.09% 265
2015
Q3 		– Sell
-109,192
Closed -$2.7M – 1524
2015
Q2 		$2.7M Buy
109,192
+92,000
+535% +$2.31M 0.03% 522
2015
Q1 		$425K Buy
+17,192
New +$420K 0.01% 1106

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Fund Management (CFM)'s IWF Position: Q1 2020 in Review

Capital Fund Management (CFM) sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2020, closing a stake of 11,200 shares — an estimated $493K sold.

Capital Fund Management (CFM) first reported a position in IWF in Q1 2015 and held it in 13 quarters. The position peaked at $11.1M in Q3 2018. 1,218 funds tracked by Wall St. Rank hold IWF as of Q1 2020.

  • Capital Fund Management (CFM) reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 11,200 iShares Russell 1000 Growth ETF shares in Q1 2020, an estimated $493K.
  • Capital Fund Management (CFM) first reported a position in iShares Russell 1000 Growth ETF in Q1 2015 and held it in 13 quarters.
  • Capital Fund Management (CFM)'s iShares Russell 1000 Growth ETF position peaked at $11.1M in Q3 2018.
  • 1,218 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2020.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2020, filed 13 May 2020.