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

CMC 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
2019 Q3	–	Sell	-26,452	Closed	-$1.04M	–	35
2019 Q2	$1.04M	Sell	26,452 -78,924	-75%	-$3.05M	1.33%	14
2019 Q1	$3.99M	Buy	105,376 +59,044	+127%	+$2.12M	3.71%	6
2018 Q4	$1.52M	Buy	+46,332	New	+$1.63M	1.54%	4

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CMC Financial Group's IWF Position: Q3 2019 in Review

CMC Financial Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2019, closing a stake of 26,452 shares — an estimated $1.04M sold.

CMC Financial Group first reported a position in IWF in Q4 2018 and held it in 3 quarters. The position peaked at $3.99M in Q1 2019. 1,110 funds tracked by Wall St. Rank hold IWF as of Q3 2019.

CMC Financial Group reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2019 after selling out during the quarter.
CMC Financial Group sold 26,452 iShares Russell 1000 Growth ETF shares in Q3 2019, an estimated $1.04M.
CMC Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and held it in 3 quarters.
CMC Financial Group's iShares Russell 1000 Growth ETF position peaked at $3.99M in Q1 2019.
1,110 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2019.

Based on CMC Financial Group's 13F filing for Q3 2019, filed 12 Nov 2019.