Bremer Trust National Association’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bremer Trust National Association’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
2018 Q4	$1.67M	Buy	50,948 +1,600	+3%	+$56.4K	0.36%	77
2018 Q3	$1.92M	Hold	49,348	–	–	0.48%	60
2018 Q2	$1.77M	Sell	49,348 -1,488	-3%	-$52.5K	0.49%	49
2018 Q1	$1.73M	Hold	50,836	–	–	0.5%	59
2017 Q4	$1.71M	Buy	50,836 +424	+0.8%	+$13.9K	0.46%	67
2017 Q3	$1.58M	Buy	50,412 +880	+2%	+$26.9K	0.44%	73
2017 Q2	$1.47M	Sell	49,532 -1,768	-3%	-$51.9K	0.42%	78
2017 Q1	$1.46M	Hold	51,300	–	–	0.4%	77
2016 Q4	$1.35M	Buy	51,300 +2,500	+5%	+$64.9K	0.37%	82
2016 Q3	$1.27M	Hold	48,800	–	–	0.35%	88
2016 Q2	$1.22M	Hold	48,800	–	–	0.34%	78
2016 Q1	$1.22M	Hold	48,800	–	–	0.35%	78
2015 Q4	$1.21M	Hold	48,800	–	–	0.36%	78
2015 Q3	$1.14M	Hold	48,800	–	–	0.37%	76
2015 Q2	$1.21M	Hold	48,800	–	–	0.36%	72
2015 Q1	$1.21M	Hold	48,800	–	–	0.38%	67
2014 Q4	$1.17M	Hold	48,800	–	–	0.37%	69
2014 Q3	$1.12M	Hold	48,800	–	–	0.38%	70
2014 Q2	$1.11M	Hold	48,800	–	–	0.39%	63
2014 Q1	$1.06M	Hold	48,800	–	–	0.39%	60
2013 Q4	$1.05M	Hold	48,800	–	–	0.4%	60
2013 Q3	$954K	Hold	48,800	–	–	0.4%	59
2013 Q2	$887K	Buy	+48,800	New	+$894K	0.4%	61

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Bremer Trust National Association's IWF Position: Q4 2018 in Review

Bremer Trust National Association increased its iShares Russell 1000 Growth ETF (IWF) stake by 3.2% in Q4 2018, buying an estimated $56.4K and bringing the position to 50,948 shares worth $1.67M. The position accounts for 0.36% of the portfolio, ranked #77.

Bremer Trust National Association first reported a position in IWF in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.92M in Q3 2018. 1,058 funds tracked by Wall St. Rank hold IWF as of Q4 2018.

Bremer Trust National Association held 50,948 shares of iShares Russell 1000 Growth ETF worth $1.67M as of Q4 2018.
Bremer Trust National Association bought 1,600 iShares Russell 1000 Growth ETF shares in Q4 2018, an estimated $56.4K.
iShares Russell 1000 Growth ETF made up 0.36% of Bremer Trust National Association's portfolio in Q4 2018, its #77 holding.
Bremer Trust National Association first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 23 quarters since.
Bremer Trust National Association's iShares Russell 1000 Growth ETF position peaked at $1.92M in Q3 2018.
1,058 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2018.

Based on Bremer Trust National Association's 13F filing for Q4 2018, filed 11 Feb 2019.