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

Jackson Square 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
2020
Q4 		– Sell
-708
Closed -$38K – 241
2020
Q3 		$38K Hold
708
– – 0.02% 188
2020
Q2 		$34K Hold
708
– – 0.02% 170
2020
Q1 		$27K Sell
708
-736
-51% -$31.7K 0.02% 153
2019
Q4 		$64K Buy
+1,444
New +$60.3K 0.04% 143

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
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
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jackson Square Capital's IWF Position: Q4 2020 in Review

Jackson Square Capital sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2020, closing a stake of 708 shares — an estimated $38K sold.

Jackson Square Capital first reported a position in IWF in Q4 2019 and held it in 4 quarters. The position peaked at $64K in Q4 2019. 1,485 funds tracked by Wall St. Rank hold IWF as of Q4 2020.

  • Jackson Square Capital reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Jackson Square Capital sold 708 iShares Russell 1000 Growth ETF shares in Q4 2020, an estimated $38K.
  • Jackson Square Capital first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 4 quarters.
  • Jackson Square Capital's iShares Russell 1000 Growth ETF position peaked at $64K in Q4 2019.
  • 1,485 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2020.

Based on Jackson Square Capital's 13F filing for Q4 2020, filed 5 Mar 2021.