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Girard Securities’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Girard Securities’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
Q4 		– Sell
-7,812
Closed -$203K – 176
2016
Q3 		$203K Buy
+7,812
New +$203K 0.21% 141

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
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Girard Securities's IWF Position: Q4 2016 in Review

Girard Securities sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2016, closing a stake of 7,812 shares — an estimated $203K sold.

Girard Securities first reported a position in IWF in Q3 2016 and held it in 1 quarter. The position peaked at $203K in Q3 2016. 763 funds tracked by Wall St. Rank hold IWF as of Q4 2016.

  • Girard Securities reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2016 after selling out during the quarter.
  • Girard Securities sold 7,812 iShares Russell 1000 Growth ETF shares in Q4 2016, an estimated $203K.
  • Girard Securities first reported a position in iShares Russell 1000 Growth ETF in Q3 2016 and held it in 1 quarter.
  • Girard Securities's iShares Russell 1000 Growth ETF position peaked at $203K in Q3 2016.
  • 763 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2016.

Based on Girard Securities's 13F filing for Q4 2016, filed 14 Feb 2017.