McDonald Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

McDonald Partners’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 Q3	–	Sell	-7,140	Closed	-$390K	–	259
2022 Q2	$390K	Hold	7,140	–	–	0.1%	205
2022 Q1	$496K	Buy	7,140 +6,532	+1,074%	+$446K	0.11%	199
2021 Q4	$46.5K	Sell	608 -6,104	-91%	-$452K	0.04%	112
2021 Q3	$460K	Hold	6,712	–	–	0.11%	198
2021 Q2	$456K	Hold	6,712	–	–	0.11%	198
2021 Q1	$408K	Sell	6,712 -7,664	-53%	-$466K	0.1%	195
2020 Q4	$867K	Buy	+14,376	New	+$818K	0.24%	111

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

McDonald Partners's IWF Position: Q3 2022 in Review

McDonald Partners sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2022, closing a stake of 7,140 shares — an estimated $390K sold.

McDonald Partners first reported a position in IWF in Q4 2020 and held it in 7 quarters. The position peaked at $867K in Q4 2020. 1,574 funds tracked by Wall St. Rank hold IWF as of Q3 2022.

McDonald Partners reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2022 after selling out during the quarter.
McDonald Partners sold 7,140 iShares Russell 1000 Growth ETF shares in Q3 2022, an estimated $390K.
McDonald Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and held it in 7 quarters.
McDonald Partners's iShares Russell 1000 Growth ETF position peaked at $867K in Q4 2020.
1,574 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2022.

Based on McDonald Partners's 13F filing for Q3 2022, filed 21 Oct 2022.