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Aris Wealth Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Aris Wealth Services’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
Q2 		– Sell
-1,016
Closed -$25K – 523
2015
Q1 		$25K Buy
+1,016
New +$24.8K 0.02% 293

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Aris Wealth Services's IWF Position: Q2 2015 in Review

Aris Wealth Services sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2015, closing a stake of 1,016 shares — an estimated $25K sold.

Aris Wealth Services first reported a position in IWF in Q1 2015 and held it in 1 quarter. The position peaked at $25K in Q1 2015. 590 funds tracked by Wall St. Rank hold IWF as of Q2 2015.

  • Aris Wealth Services reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2015 after selling out during the quarter.
  • Aris Wealth Services sold 1,016 iShares Russell 1000 Growth ETF shares in Q2 2015, an estimated $25K.
  • Aris Wealth Services first reported a position in iShares Russell 1000 Growth ETF in Q1 2015 and held it in 1 quarter.
  • Aris Wealth Services's iShares Russell 1000 Growth ETF position peaked at $25K in Q1 2015.
  • 590 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2015.

Based on Aris Wealth Services's 13F filing for Q2 2015, filed 13 Aug 2015.