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FutureAdvisor’s iShares Russell 1000 Growth ETF IWF Stock Holding History

FutureAdvisor’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
Q3 		$295K Sell
12,704
-1,980
-13% -$48.7K 0.05% 49
2015
Q2 		$366K Buy
14,684
+2,352
+19% +$59.2K 0.06% 42
2015
Q1 		$306K Buy
+12,332
New +$301K 0.07% 48

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

FutureAdvisor's IWF Position: Q3 2015 in Review

FutureAdvisor reduced its iShares Russell 1000 Growth ETF (IWF) stake by 13% in Q3 2015, selling an estimated $48.7K and leaving 12,704 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #49.

FutureAdvisor first reported a position in IWF in Q1 2015 and has held it in 3 quarters since. The position peaked at $366K in Q2 2015. 611 funds tracked by Wall St. Rank hold IWF as of Q3 2015.

  • FutureAdvisor held 12,704 shares of iShares Russell 1000 Growth ETF worth $295K as of Q3 2015.
  • FutureAdvisor sold 1,980 iShares Russell 1000 Growth ETF shares in Q3 2015, an estimated $48.7K.
  • iShares Russell 1000 Growth ETF made up 0.05% of FutureAdvisor's portfolio in Q3 2015, its #49 holding.
  • FutureAdvisor first reported a position in iShares Russell 1000 Growth ETF in Q1 2015 and has held it in 3 quarters since.
  • FutureAdvisor's iShares Russell 1000 Growth ETF position peaked at $366K in Q2 2015.
  • 611 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2015.

Based on FutureAdvisor's 13F filing for Q3 2015, filed 17 Nov 2015.