MCM
IWF icon

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

Mitchell 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
-6,960
Closed -$634K – 113
2024
Q2 		$634K Sell
6,960
-3,556
-34% -$304K 0.11% 82
2024
Q1 		$886K Sell
10,516
-61,180
-85% -$4.93M 0.17% 91
2023
Q4 		$5.43M Sell
71,696
-3,716
-5% -$263K 1.14% 27
2023
Q3 		$5.01M Sell
75,412
-156
-0.2% -$10.8K 1.19% 23
2023
Q2 		$5.2M Sell
75,568
-936
-1% -$59.5K 1.19% 21
2023
Q1 		$4.67M Sell
76,504
-26,592
-26% -$1.53M 1.16% 21
2022
Q4 		$5.52M Buy
103,096
+95,260
+1,216% +$5.24M 1.53% 14
2022
Q3 		$412K Sell
7,836
-840
-10% -$49.4K 0.12% 116
2022
Q2 		$474K Sell
8,676
-652
-7% -$39.1K 0.13% 107
2022
Q1 		$647K Sell
9,328
-320
-3% -$21.8K 0.14% 111
2021
Q4 		$737K Sell
9,648
-14,964
-61% -$1.11M 0.15% 120
2021
Q3 		$1.69M Sell
24,612
-2,644
-10% -$187K 0.38% 83
2021
Q2 		$1.85M Sell
27,256
-6,656
-20% -$429K 0.41% 86
2021
Q1 		$2.06M Sell
33,912
-48,328
-59% -$2.94M 0.5% 72
2020
Q4 		$4.96M Sell
82,240
-10,124
-11% -$576K 1.24% 20
2020
Q3 		$5.01M Buy
92,364
+9,180
+11% +$484K 1.45% 15
2020
Q2 		$3.99M Sell
83,184
-620
-0.7% -$27.3K 1.29% 18
2020
Q1 		$3.16M Buy
83,804
+21,440
+34% +$924K 1.23% 20
2019
Q4 		$2.74M Buy
+62,364
New +$2.6M 0.87% 35

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

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

Mitchell Capital Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2024, closing a stake of 6,960 shares — an estimated $634K sold.

Mitchell Capital Management first reported a position in IWF in Q4 2019 and held it in 19 quarters. The position peaked at $5.52M in Q4 2022. 2,071 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

  • Mitchell Capital Management reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Mitchell Capital Management sold 6,960 iShares Russell 1000 Growth ETF shares in Q3 2024, an estimated $634K.
  • Mitchell Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 19 quarters.
  • Mitchell Capital Management's iShares Russell 1000 Growth ETF position peaked at $5.52M in Q4 2022.
  • 2,071 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

Based on Mitchell Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.