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1st Global Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

1st Global Advisors’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
2017
Q2 		$8.77M Buy
294,608
+6,880
+2% +$202K 1.01% 10
2017
Q1 		$8.19M Sell
287,728
-124,920
-30% -$3.46M 0.96% 11
2016
Q4 		$10.8M Buy
412,648
+68,004
+20% +$1.77M 1.35% 8
2016
Q3 		$8.97M Buy
344,644
+1,016
+0.3% +$26.4K 1.18% 9
2016
Q2 		$8.62M Sell
343,628
-288
-0.1% -$7.19K 1.19% 9
2016
Q1 		$8.58M Sell
343,916
-75,572
-18% -$1.79M 1.21% 9
2015
Q4 		$10.4M Buy
419,488
+46,248
+12% +$1.15M 1.58% 9
2015
Q3 		$8.68M Buy
373,240
+21,000
+6% +$517K 1.38% 9
2015
Q2 		$14.5K Sell
352,240
-208
-0.1% -$5.23K 2.14% 7
2015
Q1 		$8.72M Sell
352,448
-14,648
-4% -$358K 1.28% 10
2014
Q4 		$8.78M Sell
367,096
-81,640
-18% -$1.91M 1.26% 11
2014
Q3 		$10.3M Sell
448,736
-16,860
-4% -$386K 1.62% 10
2014
Q2 		$10.6M Sell
465,596
-292
-0.1% -$6.41K 1.58% 9
2014
Q1 		$10.1M Sell
465,888
-18,780
-4% -$403K 1.88% 7
2013
Q4 		$10.4M Buy
484,668
+16,668
+4% +$342K 1.94% 6
2013
Q3 		$9.15M Sell
468,000
-496
-0.1% -$9.49K 1.86% 7
2013
Q2 		$8.52M Buy
+468,496
New +$8.58M 1.86% 8

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

1st Global Advisors's IWF Position: Q2 2017 in Review

1st Global Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.4% in Q2 2017, buying an estimated $202K and bringing the position to 294,608 shares worth $8.77M. The position accounts for 1.01% of the portfolio, ranked #10.

1st Global Advisors first reported a position in IWF in Q2 2013 and has held it in 17 quarters since. The position peaked at $10.8M in Q4 2016. 799 funds tracked by Wall St. Rank hold IWF as of Q2 2017.

  • 1st Global Advisors held 294,608 shares of iShares Russell 1000 Growth ETF worth $8.77M as of Q2 2017.
  • 1st Global Advisors bought 6,880 iShares Russell 1000 Growth ETF shares in Q2 2017, an estimated $202K.
  • iShares Russell 1000 Growth ETF made up 1.01% of 1st Global Advisors's portfolio in Q2 2017, its #10 holding.
  • 1st Global Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 17 quarters since.
  • 1st Global Advisors's iShares Russell 1000 Growth ETF position peaked at $10.8M in Q4 2016.
  • 799 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2017.

Based on 1st Global Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.