1919 Investment Counsel’s iShares Russell 1000 Growth ETF IWF Stock Holding History

1919 Investment Counsel’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
2014 Q3	$35K	Hold	1,500	–	–	﹤0.01%	738
2014 Q2	$35K	Hold	1,500	–	–	﹤0.01%	746
2014 Q1	$33K	Hold	1,500	–	–	﹤0.01%	737
2013 Q4	$33K	Hold	1,500	–	–	﹤0.01%	741
2013 Q3	$30K	Hold	1,500	–	–	﹤0.01%	741
2013 Q2	$28K	Buy	+1,500	New	+$27.5K	﹤0.01%	738

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

1919 Investment Counsel's IWF Position: Q3 2014 in Review

1919 Investment Counsel held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2014 at 1,500 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

1919 Investment Counsel first reported a position in IWF in Q2 2013 and has held it in 6 quarters since. 506 funds tracked by Wall St. Rank hold IWF as of Q3 2014.

1919 Investment Counsel held 1,500 shares of iShares Russell 1000 Growth ETF worth $35K as of Q3 2014.
1919 Investment Counsel left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2014.
iShares Russell 1000 Growth ETF made up ﹤0.01% of 1919 Investment Counsel's portfolio in Q3 2014, its #738 holding.
1919 Investment Counsel first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 6 quarters since.
506 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.