Sawgrass Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sawgrass Asset 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 Q3	–	Sell	-11,496	Closed	-$780K	–	172
2021 Q2	$780K	Buy	11,496 +1,332	+13%	+$85.9K	0.07%	101
2021 Q1	$618K	Sell	10,164 -3,492	-26%	-$213K	0.05%	104
2020 Q4	$823K	Buy	13,656 +5,828	+74%	+$332K	0.06%	95
2020 Q3	$424K	Sell	7,828 -604	-7%	-$31.8K	0.03%	110
2020 Q2	$405K	Sell	8,432 -13,612	-62%	-$600K	0.03%	110
2020 Q1	$830K	Buy	+22,044	New	+$950K	0.07%	84

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Sawgrass Asset Management's IWF Position: Q3 2021 in Review

Sawgrass Asset Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2021, closing a stake of 11,496 shares — an estimated $780K sold.

Sawgrass Asset Management first reported a position in IWF in Q1 2020 and held it in 6 quarters. The position peaked at $830K in Q1 2020. 1,522 funds tracked by Wall St. Rank hold IWF as of Q3 2021.

Sawgrass Asset Management reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2021 after selling out during the quarter.
Sawgrass Asset Management sold 11,496 iShares Russell 1000 Growth ETF shares in Q3 2021, an estimated $780K.
Sawgrass Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and held it in 6 quarters.
Sawgrass Asset Management's iShares Russell 1000 Growth ETF position peaked at $830K in Q1 2020.
1,522 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2021.

Based on Sawgrass Asset Management's 13F filing for Q3 2021, filed 4 Nov 2021.