Old Mission Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Old Mission Capital’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 Q4	–	Sell	-42,200	Closed	-$3.96M	–	1064
2024 Q3	$3.96M	Sell	42,200 -51,192	-55%	-$4.64M	0.06%	217
2024 Q2	$8.51M	Buy	+93,392	New	+$7.97M	0.14%	125
2023 Q4	–	Sell	-6,864	Closed	-$456K	–	1498
2023 Q3	$456K	Buy	+6,864	New	+$474K	0.01%	732
2023 Q2	–	Sell	-33,396	Closed	-$2.04M	–	1440
2023 Q1	$2.04M	Buy	+33,396	New	+$1.92M	0.04%	272
2021 Q3	–	Sell	-76,000	Closed	-$5.16M	–	1126
2021 Q2	$5.16M	Buy	+76,000	New	+$4.9M	0.17%	107
2021 Q1	–	Sell	-16,000	Closed	-$964K	–	808
2020 Q4	$964K	Sell	16,000 -77,256	-83%	-$4.4M	0.06%	254
2020 Q3	$5.06M	Sell	93,256 -34,172	-27%	-$1.8M	0.4%	69
2020 Q2	$6.12M	Buy	+127,428	New	+$5.62M	0.44%	47
2020 Q1	–	Sell	-234,892	Closed	-$10.3M	–	442
2019 Q4	$10.3M	Buy	234,892 +168,740	+255%	+$7.05M	0.8%	27
2019 Q3	$2.64M	Sell	66,152 -181,560	-73%	-$7.28M	0.33%	53
2019 Q2	$9.74M	Buy	+247,712	New	+$9.59M	1.22%	13
2018 Q4	–	Sell	-16,336	Closed	-$637K	–	343
2018 Q3	$637K	Buy	+16,336	New	+$619K	0.11%	129
2018 Q2	–	Sell	-19,008	Closed	-$647K	–	323
2018 Q1	$647K	Buy	19,008 +13,016	+217%	+$456K	0.09%	126
2017 Q4	$202K	Sell	5,992 -33,964	-85%	-$1.11M	0.01%	354
2017 Q3	$1.25M	Buy	+39,956	New	+$1.22M	0.11%	129
2016 Q3	–	Sell	-15,444	Closed	-$387K	–	392
2016 Q2	$387K	Buy	+15,444	New	+$386K	0.03%	226

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Old Mission Capital's IWF Position: Q4 2024 in Review

Old Mission Capital sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2024, closing a stake of 42,200 shares — an estimated $3.96M sold.

Old Mission Capital first reported a position in IWF in Q2 2016 and held it in 16 quarters. The position peaked at $10.3M in Q4 2019. 2,303 funds tracked by Wall St. Rank hold IWF as of Q4 2024.

Old Mission Capital reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2024 after selling out during the quarter.
Old Mission Capital sold 42,200 iShares Russell 1000 Growth ETF shares in Q4 2024, an estimated $3.96M.
Old Mission Capital first reported a position in iShares Russell 1000 Growth ETF in Q2 2016 and held it in 16 quarters.
Old Mission Capital's iShares Russell 1000 Growth ETF position peaked at $10.3M in Q4 2019.
2,303 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2024.

Based on Old Mission Capital's 13F filing for Q4 2024, filed 12 Feb 2025.