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Wilbanks Smith & Thomas Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Wilbanks Smith & Thomas 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
2024
Q1 		$191M Sell
2,269,628
-23,492
-1% -$1.89M 5.35% 2
2023
Q4 		$174M Buy
2,293,120
+72,136
+3% +$5.1M 5.31% 2
2023
Q3 		$148M Buy
2,220,984
+36,896
+2% +$2.55M 5.11% 3
2023
Q2 		$150M Sell
2,184,088
-68,728
-3% -$4.37M 4.96% 3
2023
Q1 		$138M Buy
2,252,816
+45,184
+2% +$2.6M 4.78% 3
2022
Q4 		$118M Sell
2,207,632
-18,208
-0.8% -$1M 4.48% 3
2022
Q3 		$117M Buy
2,225,840
+17,580
+0.8% +$1.03M 5.02% 3
2022
Q2 		$121M Buy
2,208,260
+5,884
+0.3% +$353K 5.07% 3
2022
Q1 		$136M Buy
2,202,376
+2,712
+0.1% +$185K 5.44% 3
2021
Q4 		$168M Buy
2,199,664
+24,480
+1% +$1.81M 5.85% 3
2021
Q3 		$149M Buy
2,175,184
+1,732
+0.1% +$123K 5.85% 3
2021
Q2 		$148M Buy
2,173,452
+38,676
+2% +$2.49M 5.78% 3
2021
Q1 		$130M Sell
2,134,776
-209,248
-9% -$12.7M 5.61% 3
2020
Q4 		$141M Sell
2,344,024
-57,672
-2% -$3.28M 6.66% 3
2020
Q3 		$130M Sell
2,401,696
-62,944
-3% -$3.32M 7.07% 3
2020
Q2 		$118M Buy
2,464,640
+108,020
+5% +$4.76M 7.18% 3
2020
Q1 		$88.8M Buy
2,356,620
+27,124
+1% +$1.17M 6.58% 3
2019
Q4 		$102M Buy
2,329,496
+20,724
+0.9% +$865K 6.05% 3
2019
Q3 		$92.1M Buy
2,308,772
+35,244
+2% +$1.41M 5.82% 3
2019
Q2 		$89.4M Buy
2,273,528
+418,504
+23% +$16.2M 5.76% 3
2019
Q1 		$70.2M Buy
1,855,024
+75,876
+4% +$2.73M 4.54% 4
2018
Q4 		$58.2M Sell
1,779,148
-2,276
-0.1% -$80.2K 4% 6
2018
Q3 		$69.5M Sell
1,781,424
-1,264
-0.1% -$47.9K 4.22% 4
2018
Q2 		$64.1M Buy
1,782,688
+7,240
+0.4% +$256K 5.13% 3
2018
Q1 		$60.4M Buy
1,775,448
+11,204
+0.6% +$393K 4.86% 3
2017
Q4 		$59.4M Sell
1,764,244
-13,768
-0.8% -$451K 4.7% 4
2017
Q3 		$55.6M Sell
1,778,012
-4,396
-0.2% -$135K 4.69% 3
2017
Q2 		$53M Buy
1,782,408
+23,152
+1% +$680K 4.65% 5
2017
Q1 		$50.1M Buy
1,759,256
+30,400
+2% +$843K 4.25% 4
2016
Q4 		$45.3M Buy
1,728,856
+48,188
+3% +$1.25M 4.07% 4
2016
Q3 		$43.8M Buy
1,680,668
+24,140
+1% +$628K 4.08% 3
2016
Q2 		$41.6M Sell
1,656,528
-44,268
-3% -$1.11M 4.32% 2
2016
Q1 		$42.4M Buy
1,700,796
+34,644
+2% +$819K 5.13% 2
2015
Q4 		$41.4M Buy
1,666,152
+54,080
+3% +$1.35M 4.09% 3
2015
Q3 		$37.5M Buy
1,612,072
+89,172
+6% +$2.19M 5.31% 2
2015
Q2 		$37.7M Sell
1,522,900
-32,460
-2% -$816K 3.7% 4
2015
Q1 		$38.5M Buy
1,555,360
+28,592
+2% +$698K 3.78% 5
2014
Q4 		$36.5M Buy
1,526,768
+80,528
+6% +$1.88M 3.73% 5
2014
Q3 		$33.1M Sell
1,446,240
-154,704
-10% -$3.54M 3.61% 5
2014
Q2 		$36.4M Buy
1,600,944
+51,248
+3% +$1.12M 3.88% 5
2014
Q1 		$33.5M Buy
1,549,696
+491,332
+46% +$10.5M 3.79% 5
2013
Q4 		$22.7M Buy
1,058,364
+28,460
+3% +$584K 2.7% 8
2013
Q3 		$20.1M Buy
1,029,904
+32,856
+3% +$629K 2.69% 9
2013
Q2 		$18.1M Buy
+997,048
New +$18.3M 2.78% 8

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IWF Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1% in Q1 2024, selling an estimated $1.89M and leaving 2,269,628 shares worth $191M. The position accounts for 5.35% of the portfolio, ranked #2.

Wilbanks Smith & Thomas Asset Management first reported a position in IWF in Q2 2013 and has held it in 44 quarters since. 1,963 funds tracked by Wall St. Rank hold IWF as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 2,269,628 shares of iShares Russell 1000 Growth ETF worth $191M as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management sold 23,492 iShares Russell 1000 Growth ETF shares in Q1 2024, an estimated $1.89M.
  • iShares Russell 1000 Growth ETF made up 5.35% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #2 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 44 quarters since.
  • 1,963 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.