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
2022 Q1	–	Sell	-79,200	Closed	-$6.05M	–	1615
2021 Q4	$6.05M	Buy	+79,200	New	+$5.87M	0.04%	557
2018 Q4	–	Sell	-13,200	Closed	-$515K	–	2035
2018 Q3	$515K	Sell	13,200 -6,000	-31%	-$227K	﹤0.01%	1580
2018 Q2	$690K	Buy	19,200 +5,600	+41%	+$198K	﹤0.01%	1468
2018 Q1	$463K	Sell	13,600 -78,800	-85%	-$2.76M	﹤0.01%	1477
2017 Q4	$3.11M	Buy	+92,400	New	+$3.03M	0.02%	830

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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. 1,217 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.
1,217 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.