Fayez Sarofim & Co
IWF icon

Fayez Sarofim & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Fayez Sarofim & Co’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
-2,656
Closed -$219K – 291
2023
Q4 		$219K Buy
+2,656
New +$188K ﹤0.01% 276
2022
Q3 		– Sell
-20,000
Closed -$1.09M – 285
2022
Q2 		$1.09M Buy
+20,000
New +$1.2M ﹤0.01% 180

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fayez Sarofim & Co's IWF Position: Q1 2024 in Review

Fayez Sarofim & Co sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2024, closing a stake of 2,656 shares — an estimated $219K sold.

Fayez Sarofim & Co first reported a position in IWF in Q2 2022 and held it in 2 quarters. The position peaked at $1.09M in Q2 2022. 1,962 funds tracked by Wall St. Rank hold IWF as of Q1 2024.

  • Fayez Sarofim & Co reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Fayez Sarofim & Co sold 2,656 iShares Russell 1000 Growth ETF shares in Q1 2024, an estimated $219K.
  • Fayez Sarofim & Co first reported a position in iShares Russell 1000 Growth ETF in Q2 2022 and held it in 2 quarters.
  • Fayez Sarofim & Co's iShares Russell 1000 Growth ETF position peaked at $1.09M in Q2 2022.
  • 1,962 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2024.

Based on Fayez Sarofim & Co's 13F filing for Q1 2024, filed 14 May 2024.