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Cleary Gull’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cleary Gull’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
2015
Q1 		$2.17M Buy
+87,844
New +$2.15M 2.05% 9

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Cleary Gull's IWF Position: Q1 2015 in Review

Cleary Gull opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q1 2015: 87,844 shares worth $2.17M. The stake represents 2.05% of the portfolio and ranks #9 among its holdings.

598 funds tracked by Wall St. Rank hold IWF as of Q1 2015.

  • Cleary Gull held 87,844 shares of iShares Russell 1000 Growth ETF worth $2.17M as of Q1 2015.
  • iShares Russell 1000 Growth ETF was a new Cleary Gull position in Q1 2015.
  • iShares Russell 1000 Growth ETF made up 2.05% of Cleary Gull's portfolio in Q1 2015, its #9 holding.
  • 598 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2015.

Based on Cleary Gull's 13F filing for Q1 2015, filed 13 May 2015.