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Inscription Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Inscription Capital’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
-4,136
Closed -$281K – 307
2021
Q2 		$281K Buy
+4,136
New +$267K 0.03% 263
2019
Q2 		– Sell
-188
Closed -$7K – 175
2019
Q1 		$7K Hold
188
– – ﹤0.01% 243
2018
Q4 		$6K Buy
+188
New +$6.63K ﹤0.01% 270

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Inscription Capital's IWF Position: Q3 2021 in Review

Inscription Capital sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2021, closing a stake of 4,136 shares — an estimated $281K sold.

Inscription Capital first reported a position in IWF in Q4 2018 and held it in 3 quarters. The position peaked at $281K in Q2 2021. 1,522 funds tracked by Wall St. Rank hold IWF as of Q3 2021.

  • Inscription Capital reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Inscription Capital sold 4,136 iShares Russell 1000 Growth ETF shares in Q3 2021, an estimated $281K.
  • Inscription Capital first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and held it in 3 quarters.
  • Inscription Capital's iShares Russell 1000 Growth ETF position peaked at $281K in Q2 2021.
  • 1,522 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2021.

Based on Inscription Capital's 13F filing for Q3 2021, filed 9 Nov 2021.