Aviance Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Aviance Capital 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
2017 Q4	–	Sell	-84	Closed	-$3K	–	300
2017 Q3	$3K	Buy	+84	New	+$2.57K	﹤0.01%	292
2016 Q2	–	Sell	-8,108	Closed	-$202K	–	326
2016 Q1	$202K	Buy	+8,108	New	+$192K	0.01%	288
2015 Q3	–	Sell	-51,460	Closed	-$3.08M	–	300
2015 Q2	$3.08M	Buy	+51,460	New	+$1.29M	3.16%	8
2013 Q4	–	Sell	-1,328	Closed	-$26K	–	453
2013 Q3	$26K	Buy	+1,328	New	+$25.4K	0.02%	244

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Aviance Capital Management's IWF Position: Q4 2017 in Review

Aviance Capital Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2017, closing a stake of 84 shares — an estimated $3K sold.

Aviance Capital Management first reported a position in IWF in Q3 2013 and held it in 4 quarters. The position peaked at $3.08M in Q2 2015. 951 funds tracked by Wall St. Rank hold IWF as of Q4 2017.

Aviance Capital Management reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2017 after selling out during the quarter.
Aviance Capital Management sold 84 iShares Russell 1000 Growth ETF shares in Q4 2017, an estimated $3K.
Aviance Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2013 and held it in 4 quarters.
Aviance Capital Management's iShares Russell 1000 Growth ETF position peaked at $3.08M in Q2 2015.
951 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2017.

Based on Aviance Capital Management's 13F filing for Q4 2017, filed 8 Feb 2018.