Jacobs Levy Equity Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Jacobs Levy Equity Management’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
2023 Q4	–	Sell	-92,400	Closed	-$6.14M	–	1023
2023 Q3	$6.14M	Hold	92,400	–	–	0.04%	340
2023 Q2	$6.36M	Sell	92,400 -36,400	-28%	-$2.31M	0.04%	344
2023 Q1	$7.87M	Hold	128,800	–	–	0.05%	319
2022 Q4	$6.9M	Hold	128,800	–	–	0.05%	341
2022 Q3	$6.78M	Buy	+128,800	New	+$7.57M	0.05%	330
2022 Q2	–	Sell	-42,000	Closed	-$2.92M	–	1042
2022 Q1	$2.92M	Buy	+42,000	New	+$2.87M	0.02%	538
2021 Q2	–	Sell	-62,856	Closed	-$3.82M	–	1074
2021 Q1	$3.82M	Hold	62,856	–	–	0.03%	472
2020 Q4	$3.79M	Sell	62,856 -368	-0.6%	-$20.9K	0.03%	449
2020 Q3	$3.43M	Sell	63,224 -1,168	-2%	-$61.5K	0.04%	419
2020 Q2	$3.09M	Sell	64,392 -1,148	-2%	-$50.6K	0.03%	442
2020 Q1	$2.47M	Sell	65,540 -2,060	-3%	-$88.8K	0.03%	435
2019 Q4	$2.97M	Sell	67,600 -2,240	-3%	-$93.5K	0.03%	469
2019 Q3	$2.79M	Hold	69,840	–	–	0.03%	445
2019 Q2	$2.75M	Hold	69,840	–	–	0.04%	471
2019 Q1	$2.64M	Hold	69,840	–	–	0.04%	460
2018 Q4	$2.29M	Sell	69,840 -43,280	-38%	-$1.53M	0.04%	433
2018 Q3	$4.41M	Hold	113,120	–	–	0.06%	341
2018 Q2	$4.07M	Buy	+113,120	New	+$3.99M	0.06%	351

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Jacobs Levy Equity Management's IWF Position: Q4 2023 in Review

Jacobs Levy Equity Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2023, closing a stake of 92,400 shares — an estimated $6.14M sold.

Jacobs Levy Equity Management first reported a position in IWF in Q2 2018 and held it in 18 quarters. The position peaked at $7.87M in Q1 2023. 1,957 funds tracked by Wall St. Rank hold IWF as of Q4 2023.

Jacobs Levy Equity Management reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2023 after selling out during the quarter.
Jacobs Levy Equity Management sold 92,400 iShares Russell 1000 Growth ETF shares in Q4 2023, an estimated $6.14M.
Jacobs Levy Equity Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2018 and held it in 18 quarters.
Jacobs Levy Equity Management's iShares Russell 1000 Growth ETF position peaked at $7.87M in Q1 2023.
1,957 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2023.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2023, filed 14 Feb 2024.