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Winslow Evans & Crocker’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$1.54M Buy
25,524
+8,192
+47% +$466K 0.29% 78
2020
Q3 		$940K Sell
17,332
-240
-1% -$12.6K 0.23% 98
2020
Q2 		$843K Sell
17,572
-4
-0% -$176 0.23% 99
2020
Q1 		$664K Hold
17,576
– – 0.22% 96
2019
Q4 		$774K Hold
17,576
– – 0.2% 115
2019
Q3 		$702K Sell
17,576
-240
-1% -$9.62K 0.2% 112
2019
Q2 		$702K Hold
17,816
– – 0.2% 115
2019
Q1 		$676K Sell
17,816
-160
-0.9% -$5.75K 0.19% 117
2018
Q4 		$590K Hold
17,976
– – 0.2% 112
2018
Q3 		$704K Buy
17,976
+1,096
+6% +$41.5K 0.21% 110
2018
Q2 		$608K Hold
16,880
– – 0.19% 125
2018
Q1 		$574K Buy
16,880
+304
+2% +$10.7K 0.19% 121
2017
Q4 		$558K Hold
16,576
– – 0.18% 127
2017
Q3 		$518K Sell
16,576
-9,936
-37% -$304K 0.17% 133
2017
Q2 		$789K Buy
26,512
+776
+3% +$22.8K 0.22% 107
2017
Q1 		$732K Buy
25,736
+320
+1% +$8.88K 0.23% 97
2016
Q4 		$666K Hold
25,416
– – 0.2% 107
2016
Q3 		$662K Sell
25,416
-768
-3% -$20K 0.19% 114
2016
Q2 		$657K Buy
26,184
+3,184
+14% +$79.5K 0.2% 113
2016
Q1 		$574K Buy
23,000
+576
+3% +$13.6K 0.17% 125
2015
Q4 		$558K Buy
22,424
+2,176
+11% +$54.3K 0.16% 133
2015
Q3 		$471K Sell
20,248
-176
-0.9% -$4.33K 0.15% 146
2015
Q2 		$505K Hold
20,424
– – 0.14% 168
2015
Q1 		$505K Hold
20,424
– – 0.14% 163
2014
Q4 		$488K Hold
20,424
– – 0.14% 159
2014
Q3 		$468K Buy
20,424
+17,004
+497% +$390K 0.13% 178
2014
Q2 		$77.7K Hold
3,420
– – 0.03% 421
2014
Q1 		$74K Sell
3,420
-280
-8% -$6.01K 0.03% 427
2013
Q4 		$80K Buy
+3,700
New +$75.9K 0.03% 430

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Winslow Evans & Crocker's IWF Position: Q4 2020 in Review

Winslow Evans & Crocker increased its iShares Russell 1000 Growth ETF (IWF) stake by 47% in Q4 2020, buying an estimated $466K and bringing the position to 25,524 shares worth $1.54M. The position accounts for 0.29% of the portfolio, ranked #78.

Winslow Evans & Crocker first reported a position in IWF in Q4 2013 and has held it in 29 quarters since. 1,485 funds tracked by Wall St. Rank hold IWF as of Q4 2020.

  • Winslow Evans & Crocker held 25,524 shares of iShares Russell 1000 Growth ETF worth $1.54M as of Q4 2020.
  • Winslow Evans & Crocker bought 8,192 iShares Russell 1000 Growth ETF shares in Q4 2020, an estimated $466K.
  • iShares Russell 1000 Growth ETF made up 0.29% of Winslow Evans & Crocker's portfolio in Q4 2020, its #78 holding.
  • Winslow Evans & Crocker first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and has held it in 29 quarters since.
  • 1,485 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.