Advantage Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Advantage Investment Management’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
2019 Q3	–	Sell	-100	Closed	-$4K	–	936
2019 Q2	$4K	Buy	+100	New	+$3.87K	﹤0.01%	801
2017 Q4	–	Sell	-2,468	Closed	-$77K	–	1033
2017 Q3	$77K	Sell	2,468 -1,032	-29%	-$31.6K	0.03%	314
2017 Q2	$104K	Sell	3,500 -1,336	-28%	-$39.2K	0.04%	231
2017 Q1	$138K	Sell	4,836 -7,980	-62%	-$221K	0.05%	185
2016 Q4	$336K	Sell	12,816 -360	-3%	-$9.34K	0.12%	112
2016 Q3	$343K	Buy	13,176 +10,240	+349%	+$266K	0.13%	105
2016 Q2	$74K	Buy	2,936 +2,132	+265%	+$53.2K	0.03%	280
2016 Q1	$20K	Sell	804 -1,196	-60%	-$28.3K	0.01%	464
2015 Q4	$50K	Buy	+2,000	New	+$49.9K	0.03%	334
2015 Q2	–	Sell	-33,148	Closed	-$820K	–	881
2015 Q1	$820K	Buy	+33,148	New	+$810K	0.46%	53

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

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

Advantage Investment Management's IWF Position: Q3 2019 in Review

Advantage Investment Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2019, closing a stake of 100 shares — an estimated $4K sold.

Advantage Investment Management first reported a position in IWF in Q1 2015 and held it in 10 quarters. The position peaked at $820K in Q1 2015. 1,110 funds tracked by Wall St. Rank hold IWF as of Q3 2019.

Advantage Investment Management reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2019 after selling out during the quarter.
Advantage Investment Management sold 100 iShares Russell 1000 Growth ETF shares in Q3 2019, an estimated $4K.
Advantage Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2015 and held it in 10 quarters.
Advantage Investment Management's iShares Russell 1000 Growth ETF position peaked at $820K in Q1 2015.
1,110 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.