Acorn Advisory Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Acorn Advisory Capital’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 Q4	–	Sell	-21,600	Closed	-$842K	–	30
2018 Q3	$842K	Hold	21,600	–	–	0.96%	15
2018 Q2	$777K	Buy	21,600 +800	+4%	+$28.2K	0.92%	16
2018 Q1	$708K	Sell	20,800 -106,400	-84%	-$3.73M	1.1%	11
2017 Q4	$4.28M	Buy	+127,200	New	+$4.17M	2.8%	11

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Acorn Advisory Capital's IWF Position: Q4 2018 in Review

Acorn Advisory Capital sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2018, closing a stake of 21,600 shares — an estimated $842K sold.

Acorn Advisory Capital first reported a position in IWF in Q4 2017 and held it in 4 quarters. The position peaked at $4.28M in Q4 2017. 1,057 funds tracked by Wall St. Rank hold IWF as of Q4 2018.

Acorn Advisory Capital reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2018 after selling out during the quarter.
Acorn Advisory Capital sold 21,600 iShares Russell 1000 Growth ETF shares in Q4 2018, an estimated $842K.
Acorn Advisory Capital first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and held it in 4 quarters.
Acorn Advisory Capital's iShares Russell 1000 Growth ETF position peaked at $4.28M in Q4 2017.
1,057 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2018.

Based on Acorn Advisory Capital's 13F filing for Q4 2018, filed 12 Feb 2019.