Capital One Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Capital One Financial’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
2021 Q4	–	Sell	-3,736	Closed	-$256K	–	190
2021 Q3	$256K	Sell	3,736 -200	-5%	-$14.1K	0.03%	160
2021 Q2	$267K	Hold	3,936	–	–	0.03%	160
2021 Q1	$239K	Hold	3,936	–	–	0.03%	164
2020 Q4	$237K	Hold	3,936	–	–	0.03%	168
2020 Q3	$213K	Buy	+3,936	New	+$207K	0.03%	238

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

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

Capital One Financial's IWF Position: Q4 2021 in Review

Capital One Financial sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2021, closing a stake of 3,736 shares — an estimated $256K sold.

Capital One Financial first reported a position in IWF in Q3 2020 and held it in 5 quarters. The position peaked at $267K in Q2 2021. 1,743 funds tracked by Wall St. Rank hold IWF as of Q4 2021.

Capital One Financial reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2021 after selling out during the quarter.
Capital One Financial sold 3,736 iShares Russell 1000 Growth ETF shares in Q4 2021, an estimated $256K.
Capital One Financial first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and held it in 5 quarters.
Capital One Financial's iShares Russell 1000 Growth ETF position peaked at $267K in Q2 2021.
1,743 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2021.

Based on Capital One Financial's 13F filing for Q4 2021, filed 9 Feb 2022.