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

DSC 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
2016
Q3 		– Sell
-8,400
Closed -$211K – 70
2016
Q2 		$211K Sell
8,400
-48,080
-85% -$1.2M 0.13% 49
2016
Q1 		$1.41M Buy
+56,480
New +$1.33M 0.84% 27

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

DSC Advisors's IWF Position: Q3 2016 in Review

DSC Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2016, closing a stake of 8,400 shares — an estimated $211K sold.

DSC Advisors first reported a position in IWF in Q1 2016 and held it in 2 quarters. The position peaked at $1.41M in Q1 2016. 687 funds tracked by Wall St. Rank hold IWF as of Q3 2016.

  • DSC Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2016 after selling out during the quarter.
  • DSC Advisors sold 8,400 iShares Russell 1000 Growth ETF shares in Q3 2016, an estimated $211K.
  • DSC Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2016 and held it in 2 quarters.
  • DSC Advisors's iShares Russell 1000 Growth ETF position peaked at $1.41M in Q1 2016.
  • 687 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2016.

Based on DSC Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.