CWSR
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Chessman Wealth Strategies RIA’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q1 		– Sell
-71,036
Closed -$2.39M – 28
2017
Q4 		$2.39M Buy
+71,036
New +$2.33M 2.39% 15

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Chessman Wealth Strategies RIA's IWF Position: Q1 2018 in Review

Chessman Wealth Strategies RIA sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2018, closing a stake of 71,036 shares — an estimated $2.39M sold.

Chessman Wealth Strategies RIA first reported a position in IWF in Q4 2017 and held it in 1 quarter. The position peaked at $2.39M in Q4 2017. 948 funds tracked by Wall St. Rank hold IWF as of Q1 2018.

  • Chessman Wealth Strategies RIA reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 71,036 iShares Russell 1000 Growth ETF shares in Q1 2018, an estimated $2.39M.
  • Chessman Wealth Strategies RIA first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's iShares Russell 1000 Growth ETF position peaked at $2.39M in Q4 2017.
  • 948 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q1 2018, filed 9 May 2018.