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SGAM
Smith Group Asset Management’s
iShares Russell 1000 Growth ETF
IWF
Stock Holding History
Smith Group Asset Management’s Portfolio
IWF Stock Details
IWF Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-32,584
Closed
-$2.47M
–
190
2023
Q4
$2.47M
Buy
+32,584
New
+$2.3M
0.14%
99
2022
Q1
–
Sell
-19,636
Closed
-$1.5M
–
328
2021
Q4
$1.5M
Buy
+19,636
New
+$1.46M
0.07%
91
2021
Q1
–
Sell
-1,760
Closed
-$106K
–
332
2020
Q4
$106K
Buy
+1,760
New
+$100K
0.01%
204
2020
Q1
–
Sell
-1,632
Closed
-$72K
–
372
2019
Q4
$72K
Buy
+1,632
New
+$68.1K
﹤0.01%
257
2019
Q1
–
Sell
-51,436
Closed
-$1.71M
–
460
2018
Q4
$1.71M
Buy
+51,436
New
+$1.81M
0.06%
144
2015
Q1
–
Sell
-49,156
Closed
-$1.16M
–
434
2014
Q4
$1.16M
Buy
+49,156
New
+$1.15M
0.04%
174
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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
$761B AUM
31.28%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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