CKW Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

CKW Financial Group’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 Q3	–	Sell	-2,184	Closed	-$65K	–	172
2017 Q2	$65K	Buy	+2,184	New	+$64.1K	0.02%	80
2015 Q1	–	Sell	-10,348	Closed	-$247K	–	361
2014 Q4	$247K	Buy	+10,348	New	+$242K	0.1%	20
2014 Q2	–	Sell	-96	Closed	-$2K	–	373
2014 Q1	$2K	Buy	+96	New	+$2.06K	﹤0.01%	349

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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 29.2% 1-Year Est. Return

CKW Financial Group's IWF Position: Q3 2017 in Review

CKW Financial Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2017, closing a stake of 2,184 shares — an estimated $65K sold.

CKW Financial Group first reported a position in IWF in Q1 2014 and held it in 3 quarters. The position peaked at $247K in Q4 2014. 817 funds tracked by Wall St. Rank hold IWF as of Q3 2017.

CKW Financial Group reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2017 after selling out during the quarter.
CKW Financial Group sold 2,184 iShares Russell 1000 Growth ETF shares in Q3 2017, an estimated $65K.
CKW Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q1 2014 and held it in 3 quarters.
CKW Financial Group's iShares Russell 1000 Growth ETF position peaked at $247K in Q4 2014.
817 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2017.

Based on CKW Financial Group's 13F filing for Q3 2017, filed 13 Nov 2017.