Olympiad Research’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Olympiad Research’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 Q3	–	Sell	-12,868	Closed	-$704K	–	296
2022 Q2	$704K	Sell	12,868 -51,536	-80%	-$3.09M	0.32%	95
2022 Q1	$4.47M	Sell	64,404 -36,388	-36%	-$2.48M	1.36%	13
2021 Q4	$7.7M	Buy	100,792 +47,976	+91%	+$3.56M	2.79%	4
2021 Q3	$3.62M	Buy	52,816 +34,616	+190%	+$2.45M	1.11%	23
2021 Q2	$1.24M	Sell	18,200 -10,216	-36%	-$659K	0.43%	86
2021 Q1	$1.73M	Sell	28,416 -102,276	-78%	-$6.22M	0.74%	50
2020 Q4	$7.88M	Buy	130,692 +2,836	+2%	+$161K	4.53%	7
2020 Q3	$6.93M	Buy	127,856 +85,212	+200%	+$4.49M	3.54%	6
2020 Q2	$2.05M	Buy	42,644 +1,656	+4%	+$73K	1.45%	15
2020 Q1	$1.54M	Buy	+40,988	New	+$1.77M	1.56%	8

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Olympiad Research's IWF Position: Q3 2022 in Review

Olympiad Research sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2022, closing a stake of 12,868 shares — an estimated $704K sold.

Olympiad Research first reported a position in IWF in Q1 2020 and held it in 10 quarters. The position peaked at $7.88M in Q4 2020. 1,574 funds tracked by Wall St. Rank hold IWF as of Q3 2022.

Olympiad Research reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2022 after selling out during the quarter.
Olympiad Research sold 12,868 iShares Russell 1000 Growth ETF shares in Q3 2022, an estimated $704K.
Olympiad Research first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and held it in 10 quarters.
Olympiad Research's iShares Russell 1000 Growth ETF position peaked at $7.88M in Q4 2020.
1,574 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2022.

Based on Olympiad Research's 13F filing for Q3 2022, filed 7 Nov 2022.