Convergent Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Convergent Wealth 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
2015 Q3	$952K	Sell	40,956 -6,888	-14%	-$169K	0.22%	29
2015 Q2	$1.18M	Hold	47,844	–	–	0.27%	25
2015 Q1	$1.18M	Buy	+47,844	New	+$1.17M	0.18%	29

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Convergent Wealth Advisors's IWF Position: Q3 2015 in Review

Convergent Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 14% in Q3 2015, selling an estimated $169K and leaving 40,956 shares worth $952K. The position accounts for 0.22% of the portfolio, ranked #29.

Convergent Wealth Advisors first reported a position in IWF in Q1 2015 and has held it in 3 quarters since. The position peaked at $1.18M in Q2 2015. 613 funds tracked by Wall St. Rank hold IWF as of Q3 2015.

Convergent Wealth Advisors held 40,956 shares of iShares Russell 1000 Growth ETF worth $952K as of Q3 2015.
Convergent Wealth Advisors sold 6,888 iShares Russell 1000 Growth ETF shares in Q3 2015, an estimated $169K.
iShares Russell 1000 Growth ETF made up 0.22% of Convergent Wealth Advisors's portfolio in Q3 2015, its #29 holding.
Convergent Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2015 and has held it in 3 quarters since.
Convergent Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $1.18M in Q2 2015.
613 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2015.

Based on Convergent Wealth Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.