D. Scott Neal’s iShares Russell 1000 Growth ETF IWF Stock Holding History

D. Scott Neal’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
2018 Q2	–	Sell	-1,328	Closed	-$45K	–	115
2018 Q1	$45K	Hold	1,328	–	–	0.03%	83
2017 Q4	$45K	Hold	1,328	–	–	0.03%	83
2017 Q3	$42K	Hold	1,328	–	–	0.03%	86
2017 Q2	$40K	Hold	1,328	–	–	0.03%	104
2017 Q1	$38K	Hold	1,328	–	–	0.02%	90
2016 Q4	$35K	Hold	1,328	–	–	0.02%	86
2016 Q3	$35K	Hold	1,328	–	–	0.03%	80
2016 Q2	$33K	Sell	1,328 -616	-32%	-$15.4K	0.03%	78
2016 Q1	$48K	Sell	1,944 -672	-26%	-$15.9K	0.05%	60
2015 Q4	$65K	Buy	+2,616	New	+$65.3K	0.05%	53

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

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

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

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

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

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

RJA

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

D. Scott Neal's IWF Position: Q2 2018 in Review

D. Scott Neal sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2018, closing a stake of 1,328 shares — an estimated $45K sold.

D. Scott Neal first reported a position in IWF in Q4 2015 and held it in 10 quarters. The position peaked at $65K in Q4 2015. 959 funds tracked by Wall St. Rank hold IWF as of Q2 2018.

D. Scott Neal reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2018 after selling out during the quarter.
D. Scott Neal sold 1,328 iShares Russell 1000 Growth ETF shares in Q2 2018, an estimated $45K.
D. Scott Neal first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and held it in 10 quarters.
D. Scott Neal's iShares Russell 1000 Growth ETF position peaked at $65K in Q4 2015.
959 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2018.

Based on D. Scott Neal's 13F filing for Q2 2018, filed 15 Aug 2018.