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

Quest 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
2021 Q4	$5.75M	Sell	75,264 -12,256	-14%	-$909K	0.99%	13
2021 Q3	$6M	Sell	87,520 -5,304	-6%	-$375K	1.18%	10
2021 Q2	$6.3M	Sell	92,824 -1,932	-2%	-$125K	1.25%	10
2021 Q1	$5.76M	Sell	94,756 -556	-0.6%	-$33.8K	1.23%	9
2020 Q4	$5.75M	Sell	95,312 -4,672	-5%	-$266K	1.34%	10
2020 Q3	$5.42M	Buy	99,984 +924	+0.9%	+$48.7K	1.5%	9
2020 Q2	$4.75M	Sell	99,060 -2,844	-3%	-$125K	1.43%	9
2020 Q1	$3.84M	Sell	101,904 -32,056	-24%	-$1.38M	1.32%	10
2019 Q4	$5.89M	Sell	133,960 -1,908	-1%	-$79.7K	1.41%	11
2019 Q3	$5.42M	Buy	135,868 +72,896	+116%	+$2.92M	1.34%	11
2019 Q2	$2.48M	Sell	62,972 -360	-0.6%	-$13.9K	0.63%	17
2019 Q1	$2.4M	Buy	63,332 +1,856	+3%	+$66.7K	0.6%	22
2018 Q4	$2.01M	Buy	+61,476	New	+$2.17M	0.59%	23

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Quest Capital Management's IWF Position: Q4 2021 in Review

Quest Capital Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 14% in Q4 2021, selling an estimated $909K and leaving 75,264 shares worth $5.75M. The position accounts for 0.99% of the portfolio, ranked #13.

Quest Capital Management first reported a position in IWF in Q4 2018 and has held it in 13 quarters since. The position peaked at $6.3M in Q2 2021. 1,743 funds tracked by Wall St. Rank hold IWF as of Q4 2021.

Quest Capital Management held 75,264 shares of iShares Russell 1000 Growth ETF worth $5.75M as of Q4 2021.
Quest Capital Management sold 12,256 iShares Russell 1000 Growth ETF shares in Q4 2021, an estimated $909K.
iShares Russell 1000 Growth ETF made up 0.99% of Quest Capital Management's portfolio in Q4 2021, its #13 holding.
Quest Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 13 quarters since.
Quest Capital Management's iShares Russell 1000 Growth ETF position peaked at $6.3M in Q2 2021.
1,743 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.