Crosspoint Capital Strategies’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Crosspoint Capital Strategies’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
2016 Q2	–	Sell	-152	Closed	-$4K	–	142
2016 Q1	$4K	Sell	152 -104,932	-100%	-$2.48M	﹤0.01%	111
2015 Q4	$2.51M	Buy	105,084 +87,372	+493%	+$2.18M	0.66%	52
2015 Q3	$412K	Buy	+17,712	New	+$436K	0.48%	56
2015 Q1	–	Sell	-612	Closed	-$15K	–	627
2014 Q4	$15K	Hold	612	–	–	0.01%	473
2014 Q3	$14K	Hold	612	–	–	0.01%	341
2014 Q2	$14K	Hold	612	–	–	0.01%	370
2014 Q1	$13K	Hold	612	–	–	0.01%	439
2013 Q4	$14K	Buy	+612	New	+$12.6K	﹤0.01%	388

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Crosspoint Capital Strategies's IWF Position: Q2 2016 in Review

Crosspoint Capital Strategies sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2016, closing a stake of 152 shares — an estimated $4K sold.

Crosspoint Capital Strategies first reported a position in IWF in Q4 2013 and held it in 8 quarters. The position peaked at $2.51M in Q4 2015. 665 funds tracked by Wall St. Rank hold IWF as of Q2 2016.

Crosspoint Capital Strategies reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2016 after selling out during the quarter.
Crosspoint Capital Strategies sold 152 iShares Russell 1000 Growth ETF shares in Q2 2016, an estimated $4K.
Crosspoint Capital Strategies first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and held it in 8 quarters.
Crosspoint Capital Strategies's iShares Russell 1000 Growth ETF position peaked at $2.51M in Q4 2015.
665 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q2 2016, filed 24 Aug 2016.