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

McKinley 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
Q2 		– Sell
-900
Closed -$75.8K – 143
2024
Q1 		$75.8K Sell
900
-32
-3% -$2.58K 0.01% 163
2023
Q4 		$70.6K Buy
932
+820
+732% +$58K 0.01% 154
2023
Q3 		$7.45K Hold
112
– – ﹤0.01% 164
2023
Q2 		$7.71K Hold
112
– – ﹤0.01% 159
2023
Q1 		$6.84K Sell
112
-16,920
-99% -$975K ﹤0.01% 160
2022
Q4 		$912K Buy
17,032
+16,040
+1,617% +$882K 0.12% 134
2022
Q3 		$52K Sell
992
-364
-27% -$21.4K 0.01% 166
2022
Q2 		$74K Buy
1,356
+496
+58% +$29.8K 0.01% 168
2022
Q1 		$60K Buy
860
+300
+54% +$20.5K 0.01% 171
2021
Q4 		$43K Sell
560
-320
-36% -$23.7K ﹤0.01% 174
2021
Q3 		$60K Sell
880
-320
-27% -$22.6K 0.01% 176
2021
Q2 		$81K Buy
1,200
+480
+67% +$30.9K 0.01% 178
2021
Q1 		$44K Sell
720
-840
-54% -$51.1K ﹤0.01% 180
2020
Q4 		$94K Buy
+1,560
New +$88.8K 0.01% 188
2019
Q2 		– Sell
-684
Closed -$26K – 246
2019
Q1 		$26K Sell
684
-640
-48% -$23K ﹤0.01% 264
2018
Q4 		$43K Sell
1,324
-200
-13% -$7.05K ﹤0.01% 241
2018
Q3 		$59K Sell
1,524
-2,240
-60% -$84.8K ﹤0.01% 277
2018
Q2 		$135K Buy
3,764
+1,640
+77% +$57.9K 0.01% 247
2018
Q1 		$72K Buy
+2,124
New +$74.5K ﹤0.01% 288
2017
Q2 		– Sell
-1,452
Closed -$41K – 512
2017
Q1 		$41K Sell
1,452
-3,888
-73% -$108K ﹤0.01% 400
2016
Q4 		$140K Buy
+5,340
New +$139K 0.01% 373
2016
Q1 		– Sell
-1,292
Closed -$32K – 370
2015
Q4 		$32K Buy
+1,292
New +$32.2K ﹤0.01% 326
2014
Q3 		– Sell
-1,696
Closed -$39K – 345
2014
Q2 		$39K Buy
+1,696
New +$37.2K ﹤0.01% 332

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

McKinley Capital Management's IWF Position: Q2 2024 in Review

McKinley Capital Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2024, closing a stake of 900 shares — an estimated $75.8K sold.

McKinley Capital Management first reported a position in IWF in Q2 2014 and held it in 23 quarters. The position peaked at $912K in Q4 2022. 2,027 funds tracked by Wall St. Rank hold IWF as of Q2 2024.

  • McKinley Capital Management reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • McKinley Capital Management sold 900 iShares Russell 1000 Growth ETF shares in Q2 2024, an estimated $75.8K.
  • McKinley Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2014 and held it in 23 quarters.
  • McKinley Capital Management's iShares Russell 1000 Growth ETF position peaked at $912K in Q4 2022.
  • 2,027 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2024.

Based on McKinley Capital Management's 13F filing for Q2 2024, filed 12 Aug 2024.