American Research & Management Company’s iShares Russell 1000 Growth ETF IWF Stock Holding History

American Research & Management Company’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	-800	Closed	-$20K	–	388
2015 Q2	$20K	Hold	800	–	–	0.01%	240
2015 Q1	$20K	Hold	800	–	–	0.01%	235
2014 Q4	$19K	Hold	800	–	–	0.01%	238
2014 Q3	$18K	Hold	800	–	–	0.01%	248
2014 Q2	$18K	Sell	800 -672	-46%	-$14.7K	0.01%	257
2014 Q1	$32K	Hold	1,472	–	–	0.01%	203
2013 Q4	$32K	Hold	1,472	–	–	0.01%	204
2013 Q3	$29K	Hold	1,472	–	–	0.01%	208
2013 Q2	$27K	Buy	+1,472	New	+$27K	0.01%	210

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

American Research & Management Company's IWF Position: Q3 2015 in Review

American Research & Management Company sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2015, closing a stake of 800 shares — an estimated $20K sold.

American Research & Management Company first reported a position in IWF in Q2 2013 and held it in 9 quarters. The position peaked at $32K in Q1 2014. 611 funds tracked by Wall St. Rank hold IWF as of Q3 2015.

American Research & Management Company reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2015 after selling out during the quarter.
American Research & Management Company sold 800 iShares Russell 1000 Growth ETF shares in Q3 2015, an estimated $20K.
American Research & Management Company first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and held it in 9 quarters.
American Research & Management Company's iShares Russell 1000 Growth ETF position peaked at $32K in Q1 2014.
611 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2015.

Based on American Research & Management Company's 13F filing for Q3 2015, filed 20 Oct 2015.