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Founders Bank & Trust’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Founders Bank & Trust’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
2014
Q2 		– Sell
-456,880
Closed -$9.88M – 358
2014
Q1 		$9.88M Buy
456,880
+455,980
+50,664% +$9.79M 5.76% 5
2013
Q4 		$18K Buy
+900
New +$18.5K 0.01% 260

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Founders Bank & Trust's IWF Position: Q2 2014 in Review

Founders Bank & Trust sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2014, closing a stake of 456,880 shares — an estimated $9.88M sold.

Founders Bank & Trust first reported a position in IWF in Q4 2013 and held it in 2 quarters. The position peaked at $9.88M in Q1 2014. 508 funds tracked by Wall St. Rank hold IWF as of Q2 2014.

  • Founders Bank & Trust reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2014 after selling out during the quarter.
  • Founders Bank & Trust sold 456,880 iShares Russell 1000 Growth ETF shares in Q2 2014, an estimated $9.88M.
  • Founders Bank & Trust first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and held it in 2 quarters.
  • Founders Bank & Trust's iShares Russell 1000 Growth ETF position peaked at $9.88M in Q1 2014.
  • 508 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2014.

Based on Founders Bank & Trust's 13F filing for Q2 2014, filed 22 Jul 2014.