Concert Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Concert Wealth 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
2017 Q2	–	Sell	-50,372	Closed	-$1.32M	–	292
2017 Q1	$1.32M	Sell	50,372 -8,164	-14%	-$226K	0.3%	97
2016 Q4	$1.53M	Sell	58,536 -33,936	-37%	-$881K	0.34%	71
2016 Q3	$2.41M	Sell	92,472 -4,928	-5%	-$128K	0.29%	76
2016 Q2	$2.44M	Buy	97,400 +1,540	+2%	+$38.5K	0.33%	63
2016 Q1	$2.39M	Sell	95,860 -29,700	-24%	-$702K	0.32%	68
2015 Q4	$3.12M	Sell	125,560 -4,008	-3%	-$100K	0.42%	48
2015 Q3	$3.01M	Buy	129,568 +14,440	+13%	+$355K	0.41%	47
2015 Q2	$2.85M	Sell	115,128 -984	-0.8%	-$24.7K	0.37%	51
2015 Q1	$235K	Buy	116,112 +26,964	+30%	+$659K	0.07%	357
2014 Q4	$2.13M	Buy	89,148 +18,448	+26%	+$432K	0.33%	67
2014 Q3	$1.62M	Sell	70,700 -132	-0.2%	-$3.02K	0.22%	67
2014 Q2	$1.59M	Sell	70,832 -1,668	-2%	-$36.6K	0.19%	68
2014 Q1	$1.56M	Buy	72,500 +1,388	+2%	+$29.8K	0.19%	71
2013 Q4	$1.53M	Sell	71,112 -544	-0.8%	-$11.2K	0.2%	78
2013 Q3	$1.4M	Buy	71,656 +828	+1%	+$15.8K	0.2%	75
2013 Q2	$1.29M	Buy	+70,828	New	+$1.3M	0.19%	71

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

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Concert Wealth Management's IWF Position: Q2 2017 in Review

Concert Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2017, closing a stake of 50,372 shares — an estimated $1.32M sold.

Concert Wealth Management first reported a position in IWF in Q2 2013 and held it in 16 quarters. The position peaked at $3.12M in Q4 2015. 799 funds tracked by Wall St. Rank hold IWF as of Q2 2017.

Concert Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 50,372 iShares Russell 1000 Growth ETF shares in Q2 2017, an estimated $1.32M.
Concert Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and held it in 16 quarters.
Concert Wealth Management's iShares Russell 1000 Growth ETF position peaked at $3.12M in Q4 2015.
799 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.