Diamond Hill Capital Management
IWF icon

Diamond Hill Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Diamond Hill Capital Management’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
2014
Q1 		– Sell
-21,040
Closed -$452K – 154
2013
Q4 		$452K Buy
+21,040
New +$432K ﹤0.01% 139

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Diamond Hill Capital Management's IWF Position: Q1 2014 in Review

Diamond Hill Capital Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2014, closing a stake of 21,040 shares — an estimated $452K sold.

Diamond Hill Capital Management first reported a position in IWF in Q4 2013 and held it in 1 quarter. The position peaked at $452K in Q4 2013. 491 funds tracked by Wall St. Rank hold IWF as of Q1 2014.

  • Diamond Hill Capital Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2014 after selling out during the quarter.
  • Diamond Hill Capital Management sold 21,040 iShares Russell 1000 Growth ETF shares in Q1 2014, an estimated $452K.
  • Diamond Hill Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and held it in 1 quarter.
  • Diamond Hill Capital Management's iShares Russell 1000 Growth ETF position peaked at $452K in Q4 2013.
  • 491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2014.

Based on Diamond Hill Capital Management's 13F filing for Q1 2014, filed 6 May 2014.