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Punch & Associates Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Punch & Associates Investment 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
2021
Q4 		– Sell
-300
Closed -$21K – 252
2021
Q3 		$21K Buy
+300
New +$21.2K ﹤0.01% 232

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Goldman Sachs
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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Punch & Associates Investment Management's IWF Position: Q4 2021 in Review

Punch & Associates Investment Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2021, closing a stake of 300 shares — an estimated $21K sold.

Punch & Associates Investment Management first reported a position in IWF in Q3 2021 and held it in 1 quarter. The position peaked at $21K in Q3 2021. 1,743 funds tracked by Wall St. Rank hold IWF as of Q4 2021.

  • Punch & Associates Investment Management reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Punch & Associates Investment Management sold 300 iShares Russell 1000 Growth ETF shares in Q4 2021, an estimated $21K.
  • Punch & Associates Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and held it in 1 quarter.
  • Punch & Associates Investment Management's iShares Russell 1000 Growth ETF position peaked at $21K in Q3 2021.
  • 1,743 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2021.

Based on Punch & Associates Investment Management's 13F filing for Q4 2021, filed 15 Feb 2022.