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Ferguson Shapiro’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Ferguson Shapiro’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
Q1 		– Sell
-63,164
Closed -$3.81M – 30
2020
Q4 		$3.81M Buy
63,164
+36,908
+141% +$2.1M 2.83% 14
2020
Q3 		$1.42M Buy
+26,256
New +$1.38M 0.98% 19

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ferguson Shapiro's IWF Position: Q1 2021 in Review

Ferguson Shapiro sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2021, closing a stake of 63,164 shares — an estimated $3.81M sold.

Ferguson Shapiro first reported a position in IWF in Q3 2020 and held it in 2 quarters. The position peaked at $3.81M in Q4 2020. 1,473 funds tracked by Wall St. Rank hold IWF as of Q1 2021.

  • Ferguson Shapiro reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Ferguson Shapiro sold 63,164 iShares Russell 1000 Growth ETF shares in Q1 2021, an estimated $3.81M.
  • Ferguson Shapiro first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and held it in 2 quarters.
  • Ferguson Shapiro's iShares Russell 1000 Growth ETF position peaked at $3.81M in Q4 2020.
  • 1,473 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2021.

Based on Ferguson Shapiro's 13F filing for Q1 2021, filed 1 Apr 2021.