Clarfeld Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Clarfeld Financial Advisors’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 Q4	$243K	Buy	+7,432	New	+$262K	0.2%	39

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Clarfeld Financial Advisors's IWF Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q4 2018: 7,432 shares worth $243K. The stake represents 0.2% of the portfolio and ranks #39 among its holdings.

1,058 funds tracked by Wall St. Rank hold IWF as of Q4 2018.

Clarfeld Financial Advisors held 7,432 shares of iShares Russell 1000 Growth ETF worth $243K as of Q4 2018.
iShares Russell 1000 Growth ETF was a new Clarfeld Financial Advisors position in Q4 2018.
iShares Russell 1000 Growth ETF made up 0.2% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #39 holding.
1,058 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.