Acorn Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Acorn Wealth 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
2018 Q3	–	Sell	-2,068	Closed	-$75K	–	286
2018 Q2	$75K	Hold	2,068	–	–	0.06%	206
2018 Q1	$71K	Buy	2,068 +8	+0.4%	+$280	0.06%	209
2017 Q4	$72K	Buy	+2,060	New	+$67.5K	0.07%	206

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

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

RJA

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

Acorn Wealth Advisors's IWF Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2018, closing a stake of 2,068 shares — an estimated $75K sold.

Acorn Wealth Advisors first reported a position in IWF in Q4 2017 and held it in 3 quarters. The position peaked at $75K in Q2 2018. 989 funds tracked by Wall St. Rank hold IWF as of Q3 2018.

Acorn Wealth Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 2,068 iShares Russell 1000 Growth ETF shares in Q3 2018, an estimated $75K.
Acorn Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $75K in Q2 2018.
989 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.