FIMS
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FBL Investment Management Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

FBL Investment Management Services’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
Q4 		$3.13M Hold
71,096
– – 7.74% 3
2019
Q3 		$2.84M Hold
71,096
– – 7.44% 3
2019
Q2 		$2.8M Sell
71,096
-98,632
-58% -$3.82M 6.7% 3
2019
Q1 		$6.03M Buy
169,728
+74,928
+79% +$2.69M 2.5% 15
2018
Q4 		$3.1M Sell
94,800
-74,928
-44% -$2.64M 7.91% 5
2018
Q3 		$6.03M Buy
169,728
+63,728
+60% +$2.41M 2.5% 15
2018
Q2 		$3.81M Hold
106,000
– – 9.79% 3
2018
Q1 		$3.61M Hold
106,000
– – 8.57% 3
2017
Q4 		$3.57M Hold
106,000
– – 8.43% 4
2017
Q3 		$3.31M Hold
106,000
– – 6.22% 6
2017
Q2 		$3.15M Hold
106,000
– – 6.47% 6
2017
Q1 		$3.02M Hold
106,000
– – 6.2% 6
2016
Q4 		$2.78M Sell
106,000
-640
-0.6% -$16.6K 5.56% 7
2016
Q3 		$2.78M Hold
106,640
– – 6.11% 6
2016
Q2 		$2.79M Hold
106,640
– – 5.68% 7
2016
Q1 		$2.65M Hold
106,640
– – 6.17% 7
2015
Q4 		$2.65M Hold
106,640
– – 6.17% 7
2015
Q3 		$2.48M Hold
106,640
– – 5.85% 7
2015
Q2 		$2.64M Sell
106,640
-15,700
-13% -$395K 5.83% 7
2015
Q1 		$3.02M Sell
122,340
-8,000
-6% -$195K 6.26% 5
2014
Q4 		$3.12M Buy
130,340
+2,060
+2% +$48.2K 6.91% 5
2014
Q3 		$2.94M Buy
128,280
+160
+0.1% +$3.67K 5.62% 5
2014
Q2 		$2.91M Sell
128,120
-282,000
-69% -$6.19M 5.11% 5
2014
Q1 		$8.87M Buy
410,120
+57,560
+16% +$1.24M 2.5% 10
2013
Q4 		$7.58M Sell
352,560
-209,760
-37% -$4.3M 1.78% 12
2013
Q3 		$10.7M Buy
562,320
+377,760
+205% +$7.23M 1.68% 17
2013
Q2 		$3.36M Buy
+184,560
New +$3.38M 1.19% 28

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

FBL Investment Management Services's IWF Position: Q4 2019 in Review

FBL Investment Management Services held its iShares Russell 1000 Growth ETF (IWF) position steady in Q4 2019 at 71,096 shares worth $3.13M. The position accounts for 7.74% of the portfolio, ranked #3.

FBL Investment Management Services first reported a position in IWF in Q2 2013 and has held it in 27 quarters since. The position peaked at $10.7M in Q3 2013. 1,285 funds tracked by Wall St. Rank hold IWF as of Q4 2019.

  • FBL Investment Management Services held 71,096 shares of iShares Russell 1000 Growth ETF worth $3.13M as of Q4 2019.
  • FBL Investment Management Services left its iShares Russell 1000 Growth ETF share count unchanged in Q4 2019.
  • iShares Russell 1000 Growth ETF made up 7.74% of FBL Investment Management Services's portfolio in Q4 2019, its #3 holding.
  • FBL Investment Management Services first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 27 quarters since.
  • FBL Investment Management Services's iShares Russell 1000 Growth ETF position peaked at $10.7M in Q3 2013.
  • 1,285 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2019.

Based on FBL Investment Management Services's 13F filing for Q4 2019, filed 4 Feb 2020.