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

Stone 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
2023 Q1	$4.75M	Sell	77,740 -226,476	-74%	-$13M	7.59%	5
2022 Q4	$16.3M	Buy	304,216 +17,704	+6%	+$974K	10.12%	3
2022 Q3	$15.1M	Buy	286,512 +25,848	+10%	+$1.52M	9.83%	2
2022 Q2	$14.3M	Buy	260,664 +7,100	+3%	+$426K	8.96%	3
2022 Q1	$17.6M	Buy	253,564 +8,708	+4%	+$594K	9.82%	2
2021 Q4	$18.7M	Buy	+244,856	New	+$18.2M	11.02%	3

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 $374B AUM 17.66% 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 $173B AUM 20.72% 1-Year Est. Return

Stone Asset Management's IWF Position: Q1 2023 in Review

Stone Asset Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 74% in Q1 2023, selling an estimated $13M and leaving 77,740 shares worth $4.75M. The position accounts for 7.59% of the portfolio, ranked #5.

Stone Asset Management first reported a position in IWF in Q4 2021 and has held it in 6 quarters since. The position peaked at $18.7M in Q4 2021. 1,696 funds tracked by Wall St. Rank hold IWF as of Q1 2023.

Stone Asset Management held 77,740 shares of iShares Russell 1000 Growth ETF worth $4.75M as of Q1 2023.
Stone Asset Management sold 226,476 iShares Russell 1000 Growth ETF shares in Q1 2023, an estimated $13M.
iShares Russell 1000 Growth ETF made up 7.59% of Stone Asset Management's portfolio in Q1 2023, its #5 holding.
Stone Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 6 quarters since.
Stone Asset Management's iShares Russell 1000 Growth ETF position peaked at $18.7M in Q4 2021.
1,696 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2023.

Based on Stone Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.