Woodley Farra Manion Portfolio Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Woodley Farra Manion Portfolio 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	-6,000	Closed	-$416K	–	95
2022 Q1	$416K	Sell	6,000 -700	-10%	-$47.8K	0.03%	70
2021 Q4	$512K	Buy	6,700 +300	+5%	+$22.2K	0.04%	69
2021 Q3	$438K	Sell	6,400 -500	-7%	-$35.4K	0.04%	70
2021 Q2	$468K	Sell	6,900 -1,600	-19%	-$103K	0.04%	72
2021 Q1	$516K	Sell	8,500 -2,500	-23%	-$152K	0.04%	67
2020 Q4	$663K	Sell	11,000 -800	-7%	-$45.5K	0.06%	60
2020 Q3	$640K	Sell	11,800 -700	-6%	-$36.9K	0.07%	57
2020 Q2	$600K	Hold	12,500	–	–	0.06%	56
2020 Q1	$471K	Sell	12,500 -2,300	-16%	-$99.1K	0.06%	58
2019 Q4	$651K	Buy	+14,800	New	+$618K	0.06%	58

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 $424B AUM 22.94% 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

Woodley Farra Manion Portfolio Management's IWF Position: Q2 2022 in Review

Woodley Farra Manion Portfolio Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2022, closing a stake of 6,000 shares — an estimated $416K sold.

Woodley Farra Manion Portfolio Management first reported a position in IWF in Q4 2019 and held it in 10 quarters. The position peaked at $663K in Q4 2020. 1,595 funds tracked by Wall St. Rank hold IWF as of Q2 2022.

Woodley Farra Manion Portfolio Management reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2022 after selling out during the quarter.
Woodley Farra Manion Portfolio Management sold 6,000 iShares Russell 1000 Growth ETF shares in Q2 2022, an estimated $416K.
Woodley Farra Manion Portfolio Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 10 quarters.
Woodley Farra Manion Portfolio Management's iShares Russell 1000 Growth ETF position peaked at $663K in Q4 2020.
1,595 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2022.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q2 2022, filed 22 Jul 2022.