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
2024 Q1	–	Sell	-55,600	Closed	-$4.21M	–	2124
2023 Q4	$4.21M	Buy	+55,600	New	+$3.93M	0.01%	1171
2022 Q1	–	Sell	-90,000	Closed	-$6.88M	–	1616
2021 Q4	$6.88M	Buy	+90,000	New	+$6.67M	0.05%	517
2019 Q1	–	Sell	-17,200	Closed	-$563K	–	1880
2018 Q4	$563K	Sell	17,200 -10,000	-37%	-$353K	0.01%	1323
2018 Q3	$1.06M	Buy	+27,200	New	+$1.03M	0.01%	1348
2018 Q2	–	Sell	-7,200	Closed	-$245K	–	2126
2018 Q1	$245K	Sell	7,200 -184,400	-96%	-$6.46M	﹤0.01%	1699
2017 Q4	$6.45M	Buy	+191,600	New	+$6.28M	0.04%	581

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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.