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

Efficient Market 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
2015
Q4 		– Sell
-228
Closed -$5K – 187
2015
Q3 		$5K Buy
+228
New +$5.61K ﹤0.01% 135
2014
Q4 		– Sell
-1,172
Closed -$27K – 185
2014
Q3 		$27K Buy
+1,172
New +$26.8K 0.01% 88

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Efficient Market Advisors's IWF Position: Q4 2015 in Review

Efficient Market Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2015, closing a stake of 228 shares — an estimated $5K sold.

Efficient Market Advisors first reported a position in IWF in Q3 2014 and held it in 2 quarters. The position peaked at $27K in Q3 2014. 679 funds tracked by Wall St. Rank hold IWF as of Q4 2015.

  • Efficient Market Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2015 after selling out during the quarter.
  • Efficient Market Advisors sold 228 iShares Russell 1000 Growth ETF shares in Q4 2015, an estimated $5K.
  • Efficient Market Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2014 and held it in 2 quarters.
  • Efficient Market Advisors's iShares Russell 1000 Growth ETF position peaked at $27K in Q3 2014.
  • 679 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2015.

Based on Efficient Market Advisors's 13F filing for Q4 2015, filed 19 Jan 2016.