Redwood Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Redwood 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
2023 Q4	–	Sell	-7,372	Closed	-$490K	–	366
2023 Q3	$490K	Buy	+7,372	New	+$509K	0.04%	273
2019 Q1	–	Sell	-15,608	Closed	-$511K	–	149
2018 Q4	$511K	Buy	+15,608	New	+$550K	0.39%	51
2018 Q3	–	Sell	-15,660	Closed	-$563K	–	135
2018 Q2	$563K	Sell	15,660 -11,940	-43%	-$421K	0.22%	81
2018 Q1	$939K	Buy	27,600 +7,712	+39%	+$270K	0.28%	77
2017 Q4	$670K	Buy	+19,888	New	+$652K	0.29%	44

Other funds holding IWF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Redwood Investment Management's IWF Position: Q4 2023 in Review

Redwood Investment Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2023, closing a stake of 7,372 shares — an estimated $490K sold.

Redwood Investment Management first reported a position in IWF in Q4 2017 and held it in 5 quarters. The position peaked at $939K in Q1 2018. 1,958 funds tracked by Wall St. Rank hold IWF as of Q4 2023.

Redwood Investment Management reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2023 after selling out during the quarter.
Redwood Investment Management sold 7,372 iShares Russell 1000 Growth ETF shares in Q4 2023, an estimated $490K.
Redwood Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and held it in 5 quarters.
Redwood Investment Management's iShares Russell 1000 Growth ETF position peaked at $939K in Q1 2018.
1,958 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2023.

Based on Redwood Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.