CI
IWF icon

Cavalier Investments’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cavalier Investments’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
2017
Q4 		– Sell
-85,864
Closed -$2.69M – 158
2017
Q3 		$2.69M Buy
+85,864
New +$2.63M 1.29% 21
2017
Q1 		– Sell
-46,464
Closed -$1.22M – 164
2016
Q4 		$1.22M Buy
+46,464
New +$1.21M 0.79% 18

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Cavalier Investments's IWF Position: Q4 2017 in Review

Cavalier Investments sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2017, closing a stake of 85,864 shares — an estimated $2.69M sold.

Cavalier Investments first reported a position in IWF in Q4 2016 and held it in 2 quarters. The position peaked at $2.69M in Q3 2017. 951 funds tracked by Wall St. Rank hold IWF as of Q4 2017.

  • Cavalier Investments reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2017 after selling out during the quarter.
  • Cavalier Investments sold 85,864 iShares Russell 1000 Growth ETF shares in Q4 2017, an estimated $2.69M.
  • Cavalier Investments first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and held it in 2 quarters.
  • Cavalier Investments's iShares Russell 1000 Growth ETF position peaked at $2.69M in Q3 2017.
  • 951 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2017.

Based on Cavalier Investments's 13F filing for Q4 2017, filed 13 Feb 2018.