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

Sheets Smith 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
2022 Q2	–	Sell	-184,144	Closed	-$12.8M	–	38
2022 Q1	$12.8M	Sell	184,144 -73,928	-29%	-$5.05M	15.72%	1
2021 Q4	$19.7M	Buy	+258,072	New	+$19.1M	14%	1
2020 Q4	$14.8M	Buy	+245,528	New	+$14M	13.37%	1

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 $424B AUM 22.96% 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 $202B AUM 37.79% 1-Year Est. Return

Sheets Smith Investment Management's IWF Position: Q2 2022 in Review

Sheets Smith Investment Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2022, closing a stake of 184,144 shares — an estimated $12.8M sold.

Sheets Smith Investment Management first reported a position in IWF in Q4 2020 and held it in 3 quarters. The position peaked at $19.7M in Q4 2021. 1,595 funds tracked by Wall St. Rank hold IWF as of Q2 2022.

Sheets Smith Investment Management reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2022 after selling out during the quarter.
Sheets Smith Investment Management sold 184,144 iShares Russell 1000 Growth ETF shares in Q2 2022, an estimated $12.8M.
Sheets Smith Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and held it in 3 quarters.
Sheets Smith Investment Management's iShares Russell 1000 Growth ETF position peaked at $19.7M in Q4 2021.
1,595 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2022.

Based on Sheets Smith Investment Management's 13F filing for Q2 2022, filed 22 Aug 2022.