MAS
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Managed Account Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Managed Account Services’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 		$5.54M Sell
80,844
-7,728
-9% -$547K 1.46% 23
2021
Q2 		$6.01M Sell
88,572
-1,524
-2% -$98.3K 1.43% 24
2021
Q1 		$5.47M Sell
90,096
-9,720
-10% -$592K 1.43% 23
2020
Q4 		$6.15M Sell
99,816
-1,848
-2% -$105K 1.65% 20
2020
Q3 		$5.66M Sell
101,664
-1,068
-1% -$56.3K 1.78% 19
2020
Q2 		$5.12M Buy
102,732
+11,296
+12% +$498K 1.85% 20
2020
Q1 		$3.31M Sell
91,436
-7,716
-8% -$333K 1.6% 20
2019
Q4 		$4.48M Sell
99,152
-7,176
-7% -$300K 1.85% 19
2019
Q3 		$4.27M Buy
106,328
+2,168
+2% +$86.9K 2.12% 14
2019
Q2 		$4.2M Buy
104,160
+1,640
+2% +$63.5K 2.27% 12
2019
Q1 		$3.99M Sell
102,520
-2,000
-2% -$71.9K 2.24% 13
2018
Q4 		$3.66M Buy
104,520
+13,164
+14% +$464K 2.25% 11
2018
Q3 		$3.33M Buy
91,356
+6,768
+8% +$256K 2.16% 14
2018
Q2 		$3.04M Sell
84,588
-2,396
-3% -$84.6K 1.99% 16
2018
Q1 		$2.96M Sell
86,984
-6,536
-7% -$229K 1.94% 15
2017
Q4 		$3.15M Sell
93,520
-18,572
-17% -$609K 2.05% 15
2017
Q3 		$3.5M Buy
112,092
+4,016
+4% +$123K 2.37% 15
2017
Q2 		$3.22M Buy
108,076
+20
+0% +$587 2.28% 13
2017
Q1 		$3.07M Buy
108,056
+2,452
+2% +$68K 2.27% 13
2016
Q4 		$2.77M Buy
+105,604
New +$2.74M 2.12% 15

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

Managed Account Services's IWF Position: Q3 2021 in Review

Managed Account Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 8.7% in Q3 2021, selling an estimated $547K and leaving 80,844 shares worth $5.54M. The position accounts for 1.46% of the portfolio, ranked #23.

Managed Account Services first reported a position in IWF in Q4 2016 and has held it in 20 quarters since. The position peaked at $6.15M in Q4 2020. 1,522 funds tracked by Wall St. Rank hold IWF as of Q3 2021.

  • Managed Account Services held 80,844 shares of iShares Russell 1000 Growth ETF worth $5.54M as of Q3 2021.
  • Managed Account Services sold 7,728 iShares Russell 1000 Growth ETF shares in Q3 2021, an estimated $547K.
  • iShares Russell 1000 Growth ETF made up 1.46% of Managed Account Services's portfolio in Q3 2021, its #23 holding.
  • Managed Account Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 20 quarters since.
  • Managed Account Services's iShares Russell 1000 Growth ETF position peaked at $6.15M in Q4 2020.
  • 1,522 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2021.

Based on Managed Account Services's 13F filing for Q3 2021, filed 9 Nov 2021.