Clifford Swan Investment Counsel’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Clifford Swan Investment Counsel’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
2023 Q1	–	Sell	-5,400	Closed	-$289K	–	301
2022 Q4	$289K	Hold	5,400	–	–	0.01%	258
2022 Q3	$284K	Hold	5,400	–	–	0.01%	261
2022 Q2	$295K	Hold	5,400	–	–	0.01%	267
2022 Q1	$375K	Buy	5,400 +80	+2%	+$5.46K	0.01%	258
2021 Q4	$406K	Hold	5,320	–	–	0.01%	253
2021 Q3	$396K	Hold	5,320	–	–	0.01%	257
2021 Q2	$376K	Hold	5,320	–	–	0.01%	253
2021 Q1	$323K	Hold	5,320	–	–	0.01%	263
2020 Q4	$321K	Hold	5,320	–	–	0.01%	265
2020 Q3	$288K	Hold	5,320	–	–	0.01%	269
2020 Q2	$255K	Hold	5,320	–	–	0.01%	268
2020 Q1	$200K	Sell	5,320 -1,136	-18%	-$49K	0.01%	279
2019 Q4	$284K	Buy	6,456 +1,136	+21%	+$47.4K	0.01%	267
2019 Q3	$212K	Hold	5,320	–	–	0.01%	293
2019 Q2	$209K	Hold	5,320	–	–	0.01%	301
2019 Q1	$201K	Buy	+5,320	New	+$191K	0.01%	299
2018 Q4	–	Sell	-5,424	Closed	-$212K	–	307
2018 Q3	$212K	Buy	+5,424	New	+$205K	0.01%	299

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 $424B AUM 22.96% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Clifford Swan Investment Counsel's IWF Position: Q1 2023 in Review

Clifford Swan Investment Counsel sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2023, closing a stake of 5,400 shares — an estimated $289K sold.

Clifford Swan Investment Counsel first reported a position in IWF in Q3 2018 and held it in 17 quarters. The position peaked at $406K in Q4 2021. 1,697 funds tracked by Wall St. Rank hold IWF as of Q1 2023.

Clifford Swan Investment Counsel reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2023 after selling out during the quarter.
Clifford Swan Investment Counsel sold 5,400 iShares Russell 1000 Growth ETF shares in Q1 2023, an estimated $289K.
Clifford Swan Investment Counsel first reported a position in iShares Russell 1000 Growth ETF in Q3 2018 and held it in 17 quarters.
Clifford Swan Investment Counsel's iShares Russell 1000 Growth ETF position peaked at $406K in Q4 2021.
1,697 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2023.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2023, filed 5 May 2023.