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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 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.