Boston Private Bank & Trust’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Boston Private Bank & Trust’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 Q1	$1.01M	Hold	41,004	–	–	0.05%	230
2014 Q4	$980K	Sell	41,004 -58,500	-59%	-$1.37M	0.05%	236
2014 Q3	$2.28M	Buy	99,504 +1,404	+1%	+$32.2K	0.11%	172
2014 Q2	$2.23M	Hold	98,100	–	–	0.11%	173
2014 Q1	$2.12M	Sell	98,100 -1,312	-1%	-$28.2K	0.11%	170
2013 Q4	$2.14M	Hold	99,412	–	–	0.11%	170
2013 Q3	$1.94M	Sell	99,412 -1,680	-2%	-$32.2K	0.11%	173
2013 Q2	$1.84M	Buy	+101,092	New	+$1.85M	0.11%	177

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

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

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 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

RJA

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

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

Boston Private Bank & Trust's IWF Position: Q1 2015 in Review

Boston Private Bank & Trust held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2015 at 41,004 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #230.

Boston Private Bank & Trust first reported a position in IWF in Q2 2013 and has held it in 8 quarters since. The position peaked at $2.28M in Q3 2014. 599 funds tracked by Wall St. Rank hold IWF as of Q1 2015.

Boston Private Bank & Trust held 41,004 shares of iShares Russell 1000 Growth ETF worth $1.01M as of Q1 2015.
Boston Private Bank & Trust left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2015.
iShares Russell 1000 Growth ETF made up 0.05% of Boston Private Bank & Trust's portfolio in Q1 2015, its #230 holding.
Boston Private Bank & Trust first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's iShares Russell 1000 Growth ETF position peaked at $2.28M in Q3 2014.
599 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.