Delphi Private Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Delphi Private Advisors’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
2019 Q2	$94K	Hold	2,400	–	–	0.48%	10
2019 Q1	$91K	Sell	2,400 -4,720	-66%	-$170K	0.48%	8
2018 Q4	$233K	Sell	7,120 -312	-4%	-$11K	1.29%	6
2018 Q3	$290K	Hold	7,432	–	–	0.99%	10
2018 Q2	$267K	Hold	7,432	–	–	0.89%	10
2018 Q1	$253K	Sell	7,432 -1,808	-20%	-$63.4K	1.01%	11
2017 Q4	$311K	Buy	+9,240	New	+$303K	0.76%	14

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Delphi Private Advisors's IWF Position: Q2 2019 in Review

Delphi Private Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2019 at 2,400 shares worth $94K. The position accounts for 0.48% of the portfolio, ranked #10.

Delphi Private Advisors first reported a position in IWF in Q4 2017 and has held it in 7 quarters since. The position peaked at $311K in Q4 2017. 1,111 funds tracked by Wall St. Rank hold IWF as of Q2 2019.

Delphi Private Advisors held 2,400 shares of iShares Russell 1000 Growth ETF worth $94K as of Q2 2019.
Delphi Private Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2019.
iShares Russell 1000 Growth ETF made up 0.48% of Delphi Private Advisors's portfolio in Q2 2019, its #10 holding.
Delphi Private Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 7 quarters since.
Delphi Private Advisors's iShares Russell 1000 Growth ETF position peaked at $311K in Q4 2017.
1,111 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2019.

Based on Delphi Private Advisors's 13F filing for Q2 2019, filed 17 Jul 2019.