AIFS
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A&I Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

A&I Financial Services’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
2018
Q1 		– Sell
-6,448
Closed -$217K – 22
2017
Q4 		$217K Buy
+6,448
New +$211K 0.43% 24

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

A&I Financial Services's IWF Position: Q1 2018 in Review

A&I Financial Services sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2018, closing a stake of 6,448 shares — an estimated $217K sold.

A&I Financial Services first reported a position in IWF in Q4 2017 and held it in 1 quarter. The position peaked at $217K in Q4 2017. 948 funds tracked by Wall St. Rank hold IWF as of Q1 2018.

  • A&I Financial Services reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2018 after selling out during the quarter.
  • A&I Financial Services sold 6,448 iShares Russell 1000 Growth ETF shares in Q1 2018, an estimated $217K.
  • A&I Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and held it in 1 quarter.
  • A&I Financial Services's iShares Russell 1000 Growth ETF position peaked at $217K in Q4 2017.
  • 948 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2018.

Based on A&I Financial Services's 13F filing for Q1 2018, filed 14 May 2018.