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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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

AIMZ Investment Advisors's IWF Position: Q3 2015 in Review

AIMZ Investment Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2015, 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 3 quarters. The position peaked at $245K in Q2 2015. 613 funds tracked by Wall St. Rank hold IWF as of Q3 2015.

  • AIMZ Investment Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2015 after selling out during the quarter.
  • AIMZ Investment Advisors sold 9,916 iShares Russell 1000 Growth ETF shares in Q3 2015, an estimated $245K.
  • AIMZ Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and held it in 3 quarters.
  • AIMZ Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $245K in Q2 2015.
  • 613 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2015.

Based on AIMZ Investment Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.