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

Maple Capital 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
2024 Q3	–	Sell	-3,316	Closed	-$302K	–	114
2024 Q2	$302K	Buy	+3,316	New	+$283K	0.02%	99
2022 Q2	–	Sell	-4,016	Closed	-$279K	–	98
2022 Q1	$279K	Hold	4,016	–	–	0.03%	87
2021 Q4	$307K	Hold	4,016	–	–	0.03%	86
2021 Q3	$275K	Hold	4,016	–	–	0.03%	87
2021 Q2	$285K	Buy	+4,016	New	+$259K	0.03%	89

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Maple Capital Management's IWF Position: Q3 2024 in Review

Maple Capital Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2024, closing a stake of 3,316 shares — an estimated $302K sold.

Maple Capital Management first reported a position in IWF in Q2 2021 and held it in 5 quarters. The position peaked at $307K in Q4 2021. 2,071 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

Maple Capital Management reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2024 after selling out during the quarter.
Maple Capital Management sold 3,316 iShares Russell 1000 Growth ETF shares in Q3 2024, an estimated $302K.
Maple Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and held it in 5 quarters.
Maple Capital Management's iShares Russell 1000 Growth ETF position peaked at $307K in Q4 2021.
2,071 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

Based on Maple Capital Management's 13F filing for Q3 2024, filed 21 Oct 2024.