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Cabot Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cabot Wealth 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
2014
Q1 		– Sell
-9,944
Closed -$214K – 150
2013
Q4 		$214K Sell
9,944
-768
-7% -$15.8K 0.06% 150
2013
Q3 		$209K Sell
10,712
-2,452
-19% -$46.9K 0.06% 148
2013
Q2 		$239K Buy
+13,164
New +$241K 0.08% 165

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Cabot Wealth Management's IWF Position: Q1 2014 in Review

Cabot Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2014, closing a stake of 9,944 shares — an estimated $214K sold.

Cabot Wealth Management first reported a position in IWF in Q2 2013 and held it in 3 quarters. The position peaked at $239K in Q2 2013. 491 funds tracked by Wall St. Rank hold IWF as of Q1 2014.

  • Cabot Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2014 after selling out during the quarter.
  • Cabot Wealth Management sold 9,944 iShares Russell 1000 Growth ETF shares in Q1 2014, an estimated $214K.
  • Cabot Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and held it in 3 quarters.
  • Cabot Wealth Management's iShares Russell 1000 Growth ETF position peaked at $239K in Q2 2013.
  • 491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2014.

Based on Cabot Wealth Management's 13F filing for Q1 2014, filed 14 Apr 2014.