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

GFS 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
2016
Q3 		– Sell
-8,564
Closed -$215K – 139
2016
Q2 		$215K Sell
8,564
-480
-5% -$12K 0.05% 117
2016
Q1 		$226K Sell
9,044
-236
-3% -$5.58K 0.06% 124
2015
Q4 		$231K Hold
9,280
– – 0.07% 126
2015
Q3 		$216K Sell
9,280
-1,228
-12% -$30.2K 0.07% 117
2015
Q2 		$260K Buy
10,508
+168
+2% +$4.22K 0.09% 114
2015
Q1 		$256K Hold
10,340
– – 0.09% 112
2014
Q4 		$247K Sell
10,340
-648
-6% -$15.2K 0.1% 102
2014
Q3 		$252K Sell
10,988
-3,380
-24% -$77.4K 0.1% 101
2014
Q2 		$327K Sell
14,368
-1,064
-7% -$23.3K 0.13% 91
2014
Q1 		$334K Buy
15,432
+2,348
+18% +$50.4K 0.13% 94
2013
Q4 		$281K Sell
13,084
-2,056
-14% -$42.2K 0.14% 85
2013
Q3 		$296K Sell
15,140
-572
-4% -$10.9K 0.16% 90
2013
Q2 		$286K Buy
+15,712
New +$288K 0.17% 86

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

GFS Advisors's IWF Position: Q3 2016 in Review

GFS Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2016, closing a stake of 8,564 shares — an estimated $215K sold.

GFS Advisors first reported a position in IWF in Q2 2013 and held it in 13 quarters. The position peaked at $334K in Q1 2014. 689 funds tracked by Wall St. Rank hold IWF as of Q3 2016.

  • GFS Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2016 after selling out during the quarter.
  • GFS Advisors sold 8,564 iShares Russell 1000 Growth ETF shares in Q3 2016, an estimated $215K.
  • GFS Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and held it in 13 quarters.
  • GFS Advisors's iShares Russell 1000 Growth ETF position peaked at $334K in Q1 2014.
  • 689 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2016.

Based on GFS Advisors's 13F filing for Q3 2016, filed 15 Nov 2016.