Meristem Family Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Meristem Family Wealth’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 Q1	$2.17M	Sell	31,308 -2,000	-6%	-$137K	0.23%	48
2021 Q4	$2.54M	Hold	33,308	–	–	0.22%	54
2021 Q3	$2.28M	Buy	33,308 +12,036	+57%	+$851K	0.22%	56
2021 Q2	$1.44M	Hold	21,272	–	–	0.23%	54
2021 Q1	$1.29M	Hold	21,272	–	–	0.26%	51
2020 Q4	$1.28M	Sell	21,272 -468	-2%	-$26.6K	0.27%	49
2020 Q3	$1.18M	Hold	21,740	–	–	0.3%	49
2020 Q2	$1.04M	Hold	21,740	–	–	0.29%	52
2020 Q1	$819K	Hold	21,740	–	–	0.25%	57
2019 Q4	$956K	Sell	21,740 -2,280	-9%	-$95.2K	0.24%	60
2019 Q3	$959K	Buy	+24,020	New	+$963K	0.26%	57

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Meristem Family Wealth's IWF Position: Q1 2022 in Review

Meristem Family Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 6% in Q1 2022, selling an estimated $137K and leaving 31,308 shares worth $2.17M. The position accounts for 0.23% of the portfolio, ranked #48.

Meristem Family Wealth first reported a position in IWF in Q3 2019 and has held it in 11 quarters since. The position peaked at $2.54M in Q4 2021. 1,660 funds tracked by Wall St. Rank hold IWF as of Q1 2022.

Meristem Family Wealth held 31,308 shares of iShares Russell 1000 Growth ETF worth $2.17M as of Q1 2022.
Meristem Family Wealth sold 2,000 iShares Russell 1000 Growth ETF shares in Q1 2022, an estimated $137K.
iShares Russell 1000 Growth ETF made up 0.23% of Meristem Family Wealth's portfolio in Q1 2022, its #48 holding.
Meristem Family Wealth first reported a position in iShares Russell 1000 Growth ETF in Q3 2019 and has held it in 11 quarters since.
Meristem Family Wealth's iShares Russell 1000 Growth ETF position peaked at $2.54M in Q4 2021.
1,660 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.