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Bruderman Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bruderman Asset 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
2016
Q1 		– Sell
-892
Closed -$22K – 399
2015
Q4 		$22K Buy
+892
New +$22.3K 0.01% 276

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bruderman Asset Management's IWF Position: Q1 2016 in Review

Bruderman Asset Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2016, closing a stake of 892 shares — an estimated $22K sold.

Bruderman Asset Management first reported a position in IWF in Q4 2015 and held it in 1 quarter. The position peaked at $22K in Q4 2015. 662 funds tracked by Wall St. Rank hold IWF as of Q1 2016.

  • Bruderman Asset Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2016 after selling out during the quarter.
  • Bruderman Asset Management sold 892 iShares Russell 1000 Growth ETF shares in Q1 2016, an estimated $22K.
  • Bruderman Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and held it in 1 quarter.
  • Bruderman Asset Management's iShares Russell 1000 Growth ETF position peaked at $22K in Q4 2015.
  • 662 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2016.

Based on Bruderman Asset Management's 13F filing for Q1 2016, filed 9 May 2016.