Echo Street Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Echo Street Capital Management’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 Q4	–	Sell	-338,616	Closed	-$22.5M	–	220
2023 Q3	$22.5M	Sell	338,616 -143,352	-30%	-$9.9M	0.21%	68
2023 Q2	$33.2M	Buy	481,968 +260,200	+117%	+$16.5M	0.28%	65
2023 Q1	$13.5M	Sell	221,768 -129,960	-37%	-$7.49M	0.12%	75
2022 Q4	$18.8M	Sell	351,728 -149,400	-30%	-$8.22M	0.18%	74
2022 Q3	$26.4M	Sell	501,128 -156,376	-24%	-$9.2M	0.25%	81
2022 Q2	$35.9M	Buy	657,504 +156,324	+31%	+$9.38M	0.33%	82
2022 Q1	$34.8M	Buy	+501,180	New	+$34.2M	0.25%	88

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Echo Street Capital Management's IWF Position: Q4 2023 in Review

Echo Street Capital Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2023, closing a stake of 338,616 shares — an estimated $22.5M sold.

Echo Street Capital Management first reported a position in IWF in Q1 2022 and held it in 7 quarters. The position peaked at $35.9M in Q2 2022. 1,958 funds tracked by Wall St. Rank hold IWF as of Q4 2023.

Echo Street Capital Management reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 338,616 iShares Russell 1000 Growth ETF shares in Q4 2023, an estimated $22.5M.
Echo Street Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and held it in 7 quarters.
Echo Street Capital Management's iShares Russell 1000 Growth ETF position peaked at $35.9M in Q2 2022.
1,958 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.