AIMZ Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

AIMZ Investment 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
2016 Q2	–	Sell	-9,916	Closed	-$245K	–	98
2016 Q1	$245K	Buy	+9,916	New	+$234K	0.11%	98
2015 Q3	–	Sell	-9,916	Closed	-$245K	–	98
2015 Q2	$245K	Hold	9,916	–	–	0.21%	84
2015 Q1	$245K	Hold	9,916	–	–	0.21%	85
2014 Q4	$237K	Buy	+9,916	New	+$232K	0.21%	84

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

RJA

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

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

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

AIMZ Investment Advisors's IWF Position: Q2 2016 in Review

AIMZ Investment Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2016, closing a stake of 9,916 shares — an estimated $245K sold.

AIMZ Investment Advisors first reported a position in IWF in Q4 2014 and held it in 4 quarters. The position peaked at $245K in Q1 2016. 663 funds tracked by Wall St. Rank hold IWF as of Q2 2016.

AIMZ Investment Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2016 after selling out during the quarter.
AIMZ Investment Advisors sold 9,916 iShares Russell 1000 Growth ETF shares in Q2 2016, an estimated $245K.
AIMZ Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and held it in 4 quarters.
AIMZ Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $245K in Q1 2016.
663 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2016.

Based on AIMZ Investment Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.