Watchman Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Watchman Group’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 Q4	–	Sell	-4,500	Closed	-$237K	–	73
2022 Q3	$237K	Hold	4,500	–	–	0.15%	61
2022 Q2	$246K	Buy	4,500 +520	+13%	+$31.2K	0.15%	61
2022 Q1	$276K	Sell	3,980 -5,760	-59%	-$393K	0.16%	66
2021 Q4	$744K	Buy	+9,740	New	+$722K	0.39%	54
2021 Q3	–	Sell	-3,340	Closed	-$227K	–	75
2021 Q2	$227K	Hold	3,340	–	–	0.13%	69
2021 Q1	$203K	Sell	3,340 -180	-5%	-$11K	0.13%	75
2020 Q4	$212K	Sell	3,520 -3,880	-52%	-$221K	0.14%	71
2020 Q3	$402K	Hold	7,400	–	–	0.3%	64
2020 Q2	$355K	Sell	7,400 -2,800	-27%	-$123K	0.29%	63
2020 Q1	$384K	Buy	10,200 +1,320	+15%	+$56.9K	0.4%	59
2019 Q4	$391K	Buy	+8,880	New	+$371K	0.29%	67

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Watchman Group's IWF Position: Q4 2022 in Review

Watchman Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2022, closing a stake of 4,500 shares — an estimated $237K sold.

Watchman Group first reported a position in IWF in Q4 2019 and held it in 11 quarters. The position peaked at $744K in Q4 2021. 1,689 funds tracked by Wall St. Rank hold IWF as of Q4 2022.

Watchman Group reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2022 after selling out during the quarter.
Watchman Group sold 4,500 iShares Russell 1000 Growth ETF shares in Q4 2022, an estimated $237K.
Watchman Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 11 quarters.
Watchman Group's iShares Russell 1000 Growth ETF position peaked at $744K in Q4 2021.
1,689 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2022.

Based on Watchman Group's 13F filing for Q4 2022, filed 9 Feb 2023.