Genesis Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Genesis Wealth 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 Q2	$352K	Buy	14,240 +1,480	+12%	+$37.2K	0.29%	33
2015 Q1	$314K	Hold	12,760	–	–	0.26%	41
2014 Q4	$321K	Buy	+12,760	New	+$299K	0.25%	42

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Genesis Wealth Advisors's IWF Position: Q2 2015 in Review

Genesis Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 12% in Q2 2015, buying an estimated $37.2K and bringing the position to 14,240 shares worth $352K. The position accounts for 0.29% of the portfolio, ranked #33.

Genesis Wealth Advisors first reported a position in IWF in Q4 2014 and has held it in 3 quarters since. 591 funds tracked by Wall St. Rank hold IWF as of Q2 2015.

Genesis Wealth Advisors held 14,240 shares of iShares Russell 1000 Growth ETF worth $352K as of Q2 2015.
Genesis Wealth Advisors bought 1,480 iShares Russell 1000 Growth ETF shares in Q2 2015, an estimated $37.2K.
iShares Russell 1000 Growth ETF made up 0.29% of Genesis Wealth Advisors's portfolio in Q2 2015, its #33 holding.
Genesis Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and has held it in 3 quarters since.
591 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.