World Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

World 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
2020 Q1	–	Sell	-23,084	Closed	-$1.01M	–	999
2019 Q4	$1.01M	Buy	+23,084	New	+$964K	0.05%	385
2019 Q1	–	Sell	-38,668	Closed	-$1.27M	–	1204
2018 Q4	$1.27M	Buy	38,668 +14,852	+62%	+$524K	0.08%	261
2018 Q3	$929K	Buy	23,816 +10,588	+80%	+$401K	0.04%	461
2018 Q2	$476K	Buy	+13,228	New	+$467K	0.02%	723

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

World Asset Management's IWF Position: Q1 2020 in Review

World Asset Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2020, closing a stake of 23,084 shares — an estimated $1.01M sold.

World Asset Management first reported a position in IWF in Q2 2018 and held it in 4 quarters. The position peaked at $1.27M in Q4 2018. 1,217 funds tracked by Wall St. Rank hold IWF as of Q1 2020.

World Asset Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2020 after selling out during the quarter.
World Asset Management sold 23,084 iShares Russell 1000 Growth ETF shares in Q1 2020, an estimated $1.01M.
World Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2018 and held it in 4 quarters.
World Asset Management's iShares Russell 1000 Growth ETF position peaked at $1.27M in Q4 2018.
1,217 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2020.

Based on World Asset Management's 13F filing for Q1 2020, filed 23 Apr 2020.