Vigilant Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Vigilant Capital 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	-588	Closed	-$41K	–	611
2022 Q1	$41K	Sell	588 -5,596	-90%	-$382K	﹤0.01%	317
2021 Q4	$472K	Hold	6,184	–	–	0.03%	115
2021 Q3	$424K	Buy	6,184 +4,584	+287%	+$324K	0.03%	97
2021 Q2	$109K	Sell	1,600 -400	-20%	-$25.8K	0.01%	202
2021 Q1	$122K	Sell	2,000 -3,200	-62%	-$195K	0.01%	174
2020 Q4	$313K	Hold	5,200	–	–	0.03%	98
2020 Q3	$282K	Hold	5,200	–	–	0.03%	111
2020 Q2	$250K	Hold	5,200	–	–	0.03%	107
2020 Q1	$196K	Sell	5,200 -3,400	-40%	-$147K	0.03%	112
2019 Q4	$378K	Sell	8,600 -11,004	-56%	-$459K	0.04%	92
2019 Q3	$782K	Buy	19,604 +4,908	+33%	+$197K	0.1%	61
2019 Q2	$578K	Sell	14,696 -400	-3%	-$15.5K	0.08%	68
2019 Q1	$571K	Buy	15,096 +2,600	+21%	+$93.4K	0.08%	74
2018 Q4	$409K	Hold	12,496	–	–	0.06%	83
2018 Q3	$487K	Hold	12,496	–	–	0.07%	85
2018 Q2	$449K	Sell	12,496 -2,584	-17%	-$91.2K	0.07%	81
2018 Q1	$513K	Sell	15,080 -17,108	-53%	-$600K	0.07%	77
2017 Q4	$1.08M	Buy	32,188 +384	+1%	+$12.6K	0.14%	76
2017 Q3	$994K	Buy	31,804 +1,896	+6%	+$58K	0.15%	70
2017 Q2	$890K	Hold	29,908	–	–	0.14%	72
2017 Q1	$851K	Hold	29,908	–	–	0.15%	70
2016 Q4	$784K	Hold	29,908	–	–	0.14%	73
2016 Q3	$779K	Hold	29,908	–	–	0.14%	72
2016 Q2	$750K	Buy	+29,908	New	+$747K	0.14%	69

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Vigilant Capital Management's IWF Position: Q2 2022 in Review

Vigilant Capital Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2022, closing a stake of 588 shares — an estimated $41K sold.

Vigilant Capital Management first reported a position in IWF in Q2 2016 and held it in 24 quarters. The position peaked at $1.08M in Q4 2017. 1,597 funds tracked by Wall St. Rank hold IWF as of Q2 2022.

Vigilant Capital Management reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2022 after selling out during the quarter.
Vigilant Capital Management sold 588 iShares Russell 1000 Growth ETF shares in Q2 2022, an estimated $41K.
Vigilant Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2016 and held it in 24 quarters.
Vigilant Capital Management's iShares Russell 1000 Growth ETF position peaked at $1.08M in Q4 2017.
1,597 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2022.

Based on Vigilant Capital Management's 13F filing for Q2 2022, filed 6 Jul 2022.