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Cabana LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cabana LLC’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
2020
Q2 		$142K Buy
+2,964
New +$131K 0.01% 41
2020
Q1 		– Sell
-4,132
Closed -$182K – 58
2019
Q4 		$182K Buy
+4,132
New +$173K 0.02% 51

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Cabana LLC's IWF Position: Q2 2020 in Review

Cabana LLC opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2020: 2,964 shares worth $142K. The stake represents 0.01% of the portfolio and ranks #41 among its holdings. This is a return to the name: Cabana LLC previously reported a position in IWF as recently as Q4 2019.

Cabana LLC first reported a position in IWF in Q4 2019 and has held it in 2 quarters since. The position peaked at $182K in Q4 2019. 1,292 funds tracked by Wall St. Rank hold IWF as of Q2 2020.

  • Cabana LLC held 2,964 shares of iShares Russell 1000 Growth ETF worth $142K as of Q2 2020.
  • iShares Russell 1000 Growth ETF was a new Cabana LLC position in Q2 2020.
  • iShares Russell 1000 Growth ETF made up 0.01% of Cabana LLC's portfolio in Q2 2020, its #41 holding.
  • Cabana LLC first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 2 quarters since.
  • Cabana LLC's iShares Russell 1000 Growth ETF position peaked at $182K in Q4 2019.
  • 1,292 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2020.

Based on Cabana LLC's 13F filing for Q2 2020, filed 12 Aug 2020.