DSN
IWF icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return