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McGinn Penninger Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

McGinn Penninger Investment 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
2021
Q4 		– Sell
-8,200
Closed -$562K – 38
2021
Q3 		$562K Hold
8,200
– – 0.4% 32
2021
Q2 		$557K Sell
8,200
-2,652
-24% -$171K 0.4% 33
2021
Q1 		$659K Buy
+10,852
New +$660K 0.49% 34

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

McGinn Penninger Investment Management's IWF Position: Q4 2021 in Review

McGinn Penninger Investment Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2021, closing a stake of 8,200 shares — an estimated $562K sold.

McGinn Penninger Investment Management first reported a position in IWF in Q1 2021 and held it in 3 quarters. The position peaked at $659K in Q1 2021. 1,743 funds tracked by Wall St. Rank hold IWF as of Q4 2021.

  • McGinn Penninger Investment Management reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2021 after selling out during the quarter.
  • McGinn Penninger Investment Management sold 8,200 iShares Russell 1000 Growth ETF shares in Q4 2021, an estimated $562K.
  • McGinn Penninger Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and held it in 3 quarters.
  • McGinn Penninger Investment Management's iShares Russell 1000 Growth ETF position peaked at $659K in Q1 2021.
  • 1,743 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2021.

Based on McGinn Penninger Investment Management's 13F filing for Q4 2021, filed 7 Feb 2022.