Deane Retirement Strategies’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Deane Retirement 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
2017 Q2	–	Sell	-27,556	Closed	-$784K	–	75
2017 Q1	$784K	Sell	27,556 -692	-2%	-$19.2K	0.65%	28
2016 Q4	$741K	Sell	28,248 -60	-0.2%	-$1.56K	0.66%	32
2016 Q3	$737K	Sell	28,308 -2,184	-7%	-$56.8K	0.67%	30
2016 Q2	$765K	Sell	30,492 -6,076	-17%	-$152K	0.7%	26
2016 Q1	$912K	Sell	36,568 -1,376	-4%	-$32.5K	0.85%	31
2015 Q4	$944K	Sell	37,944 -2,472	-6%	-$61.7K	0.96%	27
2015 Q3	$940K	Sell	40,416 -11,044	-21%	-$272K	0.92%	28
2015 Q2	$3.08M	Sell	51,460 -660	-1%	-$16.6K	3.17%	8
2015 Q1	$1.29M	Buy	52,120 +100	+0.2%	+$2.44K	1.24%	24
2014 Q4	$1.24M	Buy	+52,020	New	+$1.22M	1.2%	21

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

Deane Retirement Strategies's IWF Position: Q2 2017 in Review

Deane Retirement Strategies sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2017, closing a stake of 27,556 shares — an estimated $784K sold.

Deane Retirement Strategies first reported a position in IWF in Q4 2014 and held it in 10 quarters. The position peaked at $3.08M in Q2 2015. 800 funds tracked by Wall St. Rank hold IWF as of Q2 2017.

Deane Retirement Strategies reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2017 after selling out during the quarter.
Deane Retirement Strategies sold 27,556 iShares Russell 1000 Growth ETF shares in Q2 2017, an estimated $784K.
Deane Retirement Strategies first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and held it in 10 quarters.
Deane Retirement Strategies's iShares Russell 1000 Growth ETF position peaked at $3.08M in Q2 2015.
800 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2017.

Based on Deane Retirement Strategies's 13F filing for Q2 2017, filed 10 Jul 2017.