Morris Capital Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Morris Capital Advisors’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 Q2	–	Sell	-4,840	Closed	-$294K	–	61
2021 Q1	$294K	Hold	4,840	–	–	0.24%	52
2020 Q4	$292K	Hold	4,840	–	–	0.24%	53
2020 Q3	$262K	Hold	4,840	–	–	0.23%	52
2020 Q2	$232K	Sell	4,840 -2,676	-36%	-$118K	0.21%	56
2020 Q1	$283K	Sell	7,516 -46,380	-86%	-$2M	0.3%	50
2019 Q4	$2.37M	Buy	+53,896	New	+$2.25M	1.98%	23
2019 Q1	–	Sell	-53,104	Closed	-$1.74M	–	67
2018 Q4	$1.74M	Buy	+53,104	New	+$1.87M	1.48%	28
2017 Q1	–	Sell	-21,596	Closed	-$566K	–	77
2016 Q4	$566K	Buy	+21,596	New	+$561K	0.39%	36
2016 Q1	–	Sell	-33,620	Closed	-$836K	–	68
2015 Q4	$836K	Buy	+33,620	New	+$839K	0.58%	34

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Morris Capital Advisors's IWF Position: Q2 2021 in Review

Morris Capital Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2021, closing a stake of 4,840 shares — an estimated $294K sold.

Morris Capital Advisors first reported a position in IWF in Q4 2015 and held it in 9 quarters. The position peaked at $2.37M in Q4 2019. 1,517 funds tracked by Wall St. Rank hold IWF as of Q2 2021.

Morris Capital Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2021 after selling out during the quarter.
Morris Capital Advisors sold 4,840 iShares Russell 1000 Growth ETF shares in Q2 2021, an estimated $294K.
Morris Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and held it in 9 quarters.
Morris Capital Advisors's iShares Russell 1000 Growth ETF position peaked at $2.37M in Q4 2019.
1,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2021.

Based on Morris Capital Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.