Lombard Odier Asset Management (USA)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Lombard Odier Asset Management (USA)’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 Q2	–	Sell	-588,800	Closed	-$40.9M	–	401
2022 Q1	$40.9M	Sell	588,800 -284,400	-33%	-$19.4M	1.49%	17
2021 Q4	$66.7M	Buy	873,200 +114,000	+15%	+$8.45M	2.6%	8
2021 Q3	$52M	Buy	759,200 +404,800	+114%	+$28.6M	2.28%	9
2021 Q2	$24.1M	Buy	+354,400	New	+$22.8M	0.95%	29

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

Lombard Odier Asset Management (USA)'s IWF Position: Q2 2022 in Review

Lombard Odier Asset Management (USA) sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2022, closing a stake of 588,800 shares — an estimated $40.9M sold.

Lombard Odier Asset Management (USA) first reported a position in IWF in Q2 2021 and held it in 4 quarters. The position peaked at $66.7M in Q4 2021. 1,595 funds tracked by Wall St. Rank hold IWF as of Q2 2022.

Lombard Odier Asset Management (USA) reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2022 after selling out during the quarter.
Lombard Odier Asset Management (USA) sold 588,800 iShares Russell 1000 Growth ETF shares in Q2 2022, an estimated $40.9M.
Lombard Odier Asset Management (USA) first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and held it in 4 quarters.
Lombard Odier Asset Management (USA)'s iShares Russell 1000 Growth ETF position peaked at $66.7M in Q4 2021.
1,595 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2022.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q2 2022, filed 15 Aug 2022.