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Accurate Investment Solutions’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Accurate Investment Solutions’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
-292
Closed -$13K – 464
2019
Q4 		$13K Buy
+292
New +$12.2K 0.01% 255
2019
Q3 		– Sell
-80
Closed -$3K – 387
2019
Q2 		$3K Sell
80
-140
-64% -$5.42K ﹤0.01% 319
2019
Q1 		$8K Buy
+220
New +$7.91K 0.01% 227
2018
Q1 		– Sell
-93,180
Closed -$3.14M – 510
2017
Q4 		$3.14M Buy
93,180
+91,464
+5,330% +$3M 2.31% 24
2017
Q3 		$54K Buy
+1,716
New +$52.5K 0.04% 138

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

Accurate Investment Solutions's IWF Position: Q1 2020 in Review

Accurate Investment Solutions sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2020, closing a stake of 292 shares — an estimated $13K sold.

Accurate Investment Solutions first reported a position in IWF in Q3 2017 and held it in 5 quarters. The position peaked at $3.14M in Q4 2017. 1,217 funds tracked by Wall St. Rank hold IWF as of Q1 2020.

  • Accurate Investment Solutions reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 292 iShares Russell 1000 Growth ETF shares in Q1 2020, an estimated $13K.
  • Accurate Investment Solutions first reported a position in iShares Russell 1000 Growth ETF in Q3 2017 and held it in 5 quarters.
  • Accurate Investment Solutions's iShares Russell 1000 Growth ETF position peaked at $3.14M in Q4 2017.
  • 1,217 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2020.

Based on Accurate Investment Solutions's 13F filing for Q1 2020, filed 22 Apr 2020.