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Coe Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Coe Capital Management’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
Q4 		– Sell
-7,920
Closed -$316K – 74
2019
Q3 		$316K Hold
7,920
– – 0.35% 71
2019
Q2 		$312K Buy
+7,920
New +$306K 0.35% 76

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Coe Capital Management's IWF Position: Q4 2019 in Review

Coe Capital Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2019, closing a stake of 7,920 shares — an estimated $316K sold.

Coe Capital Management first reported a position in IWF in Q2 2019 and held it in 2 quarters. The position peaked at $316K in Q3 2019. 1,284 funds tracked by Wall St. Rank hold IWF as of Q4 2019.

  • Coe Capital Management reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2019 after selling out during the quarter.
  • Coe Capital Management sold 7,920 iShares Russell 1000 Growth ETF shares in Q4 2019, an estimated $316K.
  • Coe Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2019 and held it in 2 quarters.
  • Coe Capital Management's iShares Russell 1000 Growth ETF position peaked at $316K in Q3 2019.
  • 1,284 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2019.

Based on Coe Capital Management's 13F filing for Q4 2019, filed 13 Feb 2020.