Coho Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Coho Partners’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 Q3	–	Sell	-3,132	Closed	-$213K	–	70
2021 Q2	$213K	Sell	3,132 -4,836	-61%	-$312K	﹤0.01%	68
2021 Q1	$484K	Buy	7,968 +280	+4%	+$17K	0.01%	55
2020 Q4	$463K	Buy	7,688 +900	+13%	+$51.2K	0.01%	56
2020 Q3	$368K	Buy	6,788 +720	+12%	+$37.9K	0.01%	54
2020 Q2	$291K	Buy	+6,068	New	+$267K	0.01%	57

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Coho Partners's IWF Position: Q3 2021 in Review

Coho Partners sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2021, closing a stake of 3,132 shares — an estimated $213K sold.

Coho Partners first reported a position in IWF in Q2 2020 and held it in 5 quarters. The position peaked at $484K in Q1 2021. 1,522 funds tracked by Wall St. Rank hold IWF as of Q3 2021.

Coho Partners reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2021 after selling out during the quarter.
Coho Partners sold 3,132 iShares Russell 1000 Growth ETF shares in Q3 2021, an estimated $213K.
Coho Partners first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and held it in 5 quarters.
Coho Partners's iShares Russell 1000 Growth ETF position peaked at $484K in Q1 2021.
1,522 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2021.

Based on Coho Partners's 13F filing for Q3 2021, filed 20 Oct 2021.