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Fiduciary Trust International of Pennsylvania’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Fiduciary Trust International of Pennsylvania’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
2020
Q1 		$1.98M Buy
+52,672
New +$2.27M 0.09% 161
2019
Q4 		– Sell
-52,176
Closed -$2.08M – 353
2019
Q3 		$2.08M Sell
52,176
-1,156
-2% -$46.3K 0.08% 177
2019
Q2 		$2.1M Buy
+53,332
New +$2.06M 0.09% 176
2018
Q2 		– Sell
-37,636
Closed -$1.28M – 368
2018
Q1 		$1.28M Sell
37,636
-2,596
-6% -$91K 0.06% 224
2017
Q4 		$1.35M Buy
+40,232
New +$1.32M 0.06% 216
2017
Q3 		– Sell
-41,704
Closed -$1.24M – 369
2017
Q2 		$1.24M Buy
41,704
+17,144
+70% +$503K 0.06% 220
2017
Q1 		$699K Buy
24,560
+1,300
+6% +$36.1K 0.05% 190
2016
Q4 		$610K Sell
23,260
-2,000
-8% -$51.9K 0.05% 200
2016
Q3 		$658K Hold
25,260
– – 0.05% 191
2016
Q2 		$634K Sell
25,260
-80,576
-76% -$2.01M 0.05% 198
2016
Q1 		$2.64M Buy
105,836
+1,720
+2% +$40.6K 0.22% 106
2015
Q4 		$2.59M Buy
104,116
+2,560
+3% +$63.9K 0.22% 110
2015
Q3 		$2.36M Sell
101,556
-45,332
-31% -$1.12M 0.22% 108
2015
Q2 		$3.64M Buy
146,888
+3,940
+3% +$99.1K 0.21% 115
2015
Q1 		$3.54M Sell
142,948
-1,668
-1% -$40.7K 0.23% 114
2014
Q4 		$3.46M Buy
144,616
+8,872
+7% +$208K 0.23% 114
2014
Q3 		$3.11M Sell
135,744
-2,520
-2% -$57.7K 0.21% 116
2014
Q2 		$3.14M Sell
138,264
-320
-0.2% -$7.02K 0.22% 120
2014
Q1 		$3M Buy
138,584
+280
+0.2% +$6.01K 0.22% 119
2013
Q4 		$2.97M Buy
138,304
+5,420
+4% +$111K 0.22% 124
2013
Q3 		$2.6M Buy
132,884
+2,500
+2% +$47.9K 0.21% 125
2013
Q2 		$2.37M Buy
+130,384
New +$2.39M 0.21% 129

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $424B AUM 22.96% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's IWF Position: Q1 2020 in Review

Fiduciary Trust International of Pennsylvania opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q1 2020: 52,672 shares worth $1.98M. The stake represents 0.09% of the portfolio and ranks #161 among its holdings. This is a return to the name: Fiduciary Trust International of Pennsylvania previously reported a position in IWF as recently as Q3 2019.

Fiduciary Trust International of Pennsylvania first reported a position in IWF in Q2 2013 and has held it in 22 quarters since. The position peaked at $3.64M in Q2 2015. 1,218 funds tracked by Wall St. Rank hold IWF as of Q1 2020.

  • Fiduciary Trust International of Pennsylvania held 52,672 shares of iShares Russell 1000 Growth ETF worth $1.98M as of Q1 2020.
  • iShares Russell 1000 Growth ETF was a new Fiduciary Trust International of Pennsylvania position in Q1 2020.
  • iShares Russell 1000 Growth ETF made up 0.09% of Fiduciary Trust International of Pennsylvania's portfolio in Q1 2020, its #161 holding.
  • Fiduciary Trust International of Pennsylvania first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 22 quarters since.
  • Fiduciary Trust International of Pennsylvania's iShares Russell 1000 Growth ETF position peaked at $3.64M in Q2 2015.
  • 1,218 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2020.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q1 2020, filed 27 Apr 2020.