Global Financial Private Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Global Financial Private Capital’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
2019 Q2	–	Sell	-7,080	Closed	-$268K	–	520
2019 Q1	$268K	Sell	7,080 -7,216	-50%	-$259K	0.01%	331
2018 Q4	$468K	Sell	14,296 -776	-5%	-$27.4K	0.03%	263
2018 Q3	$588K	Sell	15,072 -1,276	-8%	-$48.3K	0.02%	360
2018 Q2	$588K	Buy	16,348 +644	+4%	+$22.7K	0.02%	340
2018 Q1	$534K	Sell	15,704 -20	-0.1%	-$701	0.02%	339
2017 Q4	$529K	Buy	15,724 +1,600	+11%	+$52.4K	0.02%	336
2017 Q3	$442K	Buy	+14,124	New	+$432K	0.02%	340

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Global Financial Private Capital's IWF Position: Q2 2019 in Review

Global Financial Private Capital sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2019, closing a stake of 7,080 shares — an estimated $268K sold.

Global Financial Private Capital first reported a position in IWF in Q3 2017 and held it in 7 quarters. The position peaked at $588K in Q3 2018. 1,111 funds tracked by Wall St. Rank hold IWF as of Q2 2019.

Global Financial Private Capital reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2019 after selling out during the quarter.
Global Financial Private Capital sold 7,080 iShares Russell 1000 Growth ETF shares in Q2 2019, an estimated $268K.
Global Financial Private Capital first reported a position in iShares Russell 1000 Growth ETF in Q3 2017 and held it in 7 quarters.
Global Financial Private Capital's iShares Russell 1000 Growth ETF position peaked at $588K in Q3 2018.
1,111 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2019.

Based on Global Financial Private Capital's 13F filing for Q2 2019, filed 14 Aug 2019.