11A
IWF icon

10-15 Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

10-15 Associates’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
-30,208
Closed -$1.33M – 101
2019
Q4 		$1.33M Buy
30,208
+40
+0.1% +$1.67K 0.25% 63
2019
Q3 		$1.2M Buy
30,168
+4,264
+16% +$171K 0.25% 64
2019
Q2 		$1.02M Sell
25,904
-2,872
-10% -$111K 0.22% 68
2019
Q1 		$1.09M Buy
+28,776
New +$1.03M 0.23% 66

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

10-15 Associates's IWF Position: Q1 2020 in Review

10-15 Associates sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2020, closing a stake of 30,208 shares — an estimated $1.33M sold.

10-15 Associates first reported a position in IWF in Q1 2019 and held it in 4 quarters. The position peaked at $1.33M in Q4 2019. 1,217 funds tracked by Wall St. Rank hold IWF as of Q1 2020.

  • 10-15 Associates reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • 10-15 Associates sold 30,208 iShares Russell 1000 Growth ETF shares in Q1 2020, an estimated $1.33M.
  • 10-15 Associates first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and held it in 4 quarters.
  • 10-15 Associates's iShares Russell 1000 Growth ETF position peaked at $1.33M in Q4 2019.
  • 1,217 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2020.

Based on 10-15 Associates's 13F filing for Q1 2020, filed 13 May 2020.