Cornerstone Advisors (Washington)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cornerstone Advisors (Washington)’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 Q3	–	Sell	-288	Closed	-$9K	–	925
2017 Q2	$9K	Hold	288	–	–	0.01%	590
2017 Q1	$8K	Hold	288	–	–	﹤0.01%	612
2016 Q4	$8K	Hold	288	–	–	0.01%	624
2016 Q3	$8K	Buy	+288	New	+$7.49K	0.01%	608
2016 Q1	–	Sell	-1,044	Closed	-$26K	–	898
2015 Q4	$26K	Hold	1,044	–	–	0.03%	271
2015 Q3	$24K	Buy	+1,044	New	+$25.7K	0.02%	287
2014 Q2	–	Sell	-12,812	Closed	-$277K	–	674
2014 Q1	$277K	Hold	12,812	–	–	0.33%	28
2013 Q4	$275K	Buy	+12,812	New	+$263K	0.39%	28

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Cornerstone Advisors (Washington)'s IWF Position: Q3 2017 in Review

Cornerstone Advisors (Washington) sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2017, closing a stake of 288 shares — an estimated $9K sold.

Cornerstone Advisors (Washington) first reported a position in IWF in Q4 2013 and held it in 8 quarters. The position peaked at $277K in Q1 2014. 817 funds tracked by Wall St. Rank hold IWF as of Q3 2017.

Cornerstone Advisors (Washington) reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2017 after selling out during the quarter.
Cornerstone Advisors (Washington) sold 288 iShares Russell 1000 Growth ETF shares in Q3 2017, an estimated $9K.
Cornerstone Advisors (Washington) first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and held it in 8 quarters.
Cornerstone Advisors (Washington)'s iShares Russell 1000 Growth ETF position peaked at $277K in Q1 2014.
817 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2017.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2017, filed 25 Oct 2017.