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

Geneva 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
2017 Q2	$890K	Sell	29,908 -1,212	-4%	-$35.6K	0.02%	385
2017 Q1	$885K	Buy	31,120 +9,552	+44%	+$265K	0.02%	383
2016 Q4	$566K	Buy	21,568 +2,852	+15%	+$74K	0.01%	458
2016 Q3	$487K	Buy	18,716 +3,048	+19%	+$79.2K	0.01%	471
2016 Q2	$393K	Buy	15,668 +3,964	+34%	+$99K	0.01%	498
2016 Q1	$292K	Sell	11,704 -652	-5%	-$15.4K	0.01%	543
2015 Q4	$307K	Buy	12,356 +1,632	+15%	+$40.7K	0.01%	500
2015 Q3	$249K	Buy	10,724 +1,096	+11%	+$27K	0.01%	518
2015 Q2	$238K	Buy	+9,628	New	+$242K	﹤0.01%	569

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Geneva Advisors's IWF Position: Q2 2017 in Review

Geneva Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.9% in Q2 2017, selling an estimated $35.6K and leaving 29,908 shares worth $890K. The position accounts for 0.02% of the portfolio, ranked #385.

Geneva Advisors first reported a position in IWF in Q2 2015 and has held it in 9 quarters since. 800 funds tracked by Wall St. Rank hold IWF as of Q2 2017.

Geneva Advisors held 29,908 shares of iShares Russell 1000 Growth ETF worth $890K as of Q2 2017.
Geneva Advisors sold 1,212 iShares Russell 1000 Growth ETF shares in Q2 2017, an estimated $35.6K.
iShares Russell 1000 Growth ETF made up 0.02% of Geneva Advisors's portfolio in Q2 2017, its #385 holding.
Geneva Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2015 and has held it in 9 quarters since.
800 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.