Ingalls & Snyder LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Ingalls & Snyder LLC’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
2022 Q1	–	Sell	-3,512	Closed	-$268K	–	475
2021 Q4	$268K	Sell	3,512 -140	-4%	-$10.4K	0.01%	400
2021 Q3	$250K	Buy	3,652 +84	+2%	+$5.94K	0.01%	401
2021 Q2	$242K	Buy	3,568 +116	+3%	+$7.48K	0.01%	414
2021 Q1	$210K	Sell	3,452 -1,480	-30%	-$90.1K	0.01%	410
2020 Q4	$297K	Hold	4,932	–	–	0.01%	348
2020 Q3	$267K	Hold	4,932	–	–	0.02%	313
2020 Q2	$237K	Buy	+4,932	New	+$217K	0.01%	350
2020 Q1	–	Sell	-5,152	Closed	-$227K	–	424
2019 Q4	$227K	Buy	5,152 +108	+2%	+$4.51K	0.01%	359
2019 Q3	$201K	Sell	5,044 -120	-2%	-$4.81K	0.01%	401
2019 Q2	$203K	Buy	+5,164	New	+$200K	0.01%	398
2018 Q4	–	Sell	-5,300	Closed	-$207K	–	428
2018 Q3	$207K	Buy	+5,300	New	+$201K	0.01%	415
2018 Q2	–	Sell	-8,432	Closed	-$287K	–	422
2018 Q1	$287K	Hold	8,432	–	–	0.01%	330
2017 Q4	$284K	Buy	8,432 +1,064	+14%	+$34.9K	0.01%	327
2017 Q3	$230K	Sell	7,368 -1,256	-15%	-$38.4K	0.01%	323
2017 Q2	$257K	Hold	8,624	–	–	0.01%	310
2017 Q1	$245K	Buy	+8,624	New	+$239K	0.01%	344

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 $374B AUM 17.66% 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 $173B AUM 20.72% 1-Year Est. Return

Ingalls & Snyder LLC's IWF Position: Q1 2022 in Review

Ingalls & Snyder LLC sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2022, closing a stake of 3,512 shares — an estimated $268K sold.

Ingalls & Snyder LLC first reported a position in IWF in Q1 2017 and held it in 16 quarters. The position peaked at $297K in Q4 2020. 1,660 funds tracked by Wall St. Rank hold IWF as of Q1 2022.

Ingalls & Snyder LLC reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2022 after selling out during the quarter.
Ingalls & Snyder LLC sold 3,512 iShares Russell 1000 Growth ETF shares in Q1 2022, an estimated $268K.
Ingalls & Snyder LLC first reported a position in iShares Russell 1000 Growth ETF in Q1 2017 and held it in 16 quarters.
Ingalls & Snyder LLC's iShares Russell 1000 Growth ETF position peaked at $297K in Q4 2020.
1,660 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2022.

Based on Ingalls & Snyder LLC's 13F filing for Q1 2022, filed 9 May 2022.