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D'Orazio & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

D'Orazio & Associates’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
2016
Q4 		– Sell
-760
Closed -$19K – 279
2016
Q3 		$19K Hold
760
– – 0.01% 167
2016
Q2 		$19K Hold
760
– – 0.01% 174
2016
Q1 		$18K Buy
+760
New +$18K 0.01% 181

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

D'Orazio & Associates's IWF Position: Q4 2016 in Review

D'Orazio & Associates sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2016, closing a stake of 760 shares — an estimated $19K sold.

D'Orazio & Associates first reported a position in IWF in Q1 2016 and held it in 3 quarters. The position peaked at $19K in Q3 2016. 763 funds tracked by Wall St. Rank hold IWF as of Q4 2016.

  • D'Orazio & Associates reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2016 after selling out during the quarter.
  • D'Orazio & Associates sold 760 iShares Russell 1000 Growth ETF shares in Q4 2016, an estimated $19K.
  • D'Orazio & Associates first reported a position in iShares Russell 1000 Growth ETF in Q1 2016 and held it in 3 quarters.
  • D'Orazio & Associates's iShares Russell 1000 Growth ETF position peaked at $19K in Q3 2016.
  • 763 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2016.

Based on D'Orazio & Associates's 13F filing for Q4 2016, filed 15 Feb 2017.