Greenwood Capital Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Greenwood Capital Associates’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
2018 Q1	–	Sell	-6,272	Closed	-$211K	–	213
2017 Q4	$211K	Buy	+6,272	New	+$206K	0.05%	201
2015 Q3	–	Sell	-8,952	Closed	-$221K	–	176
2015 Q2	$221K	Sell	8,952 -42,004	-82%	-$1.06M	0.07%	142
2015 Q1	$1.26M	Sell	50,956 -1,900	-4%	-$46.4K	0.36%	80
2014 Q4	$1.26M	Sell	52,856 -220	-0.4%	-$5.15K	0.37%	76
2014 Q3	$1.22M	Sell	53,076 -4,700	-8%	-$108K	0.37%	77
2014 Q2	$1.31M	Sell	57,776 -64	-0.1%	-$1.4K	0.41%	74
2014 Q1	$1.25M	Sell	57,840 -1,564	-3%	-$33.6K	0.4%	78
2013 Q4	$1.28M	Buy	59,404 +6,492	+12%	+$133K	0.4%	84
2013 Q3	$1.03M	Buy	52,912 +5,068	+11%	+$97K	0.36%	87
2013 Q2	$870K	Buy	+47,844	New	+$876K	0.38%	74

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Greenwood Capital Associates's IWF Position: Q1 2018 in Review

Greenwood Capital Associates sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2018, closing a stake of 6,272 shares — an estimated $211K sold.

Greenwood Capital Associates first reported a position in IWF in Q2 2013 and held it in 10 quarters. The position peaked at $1.31M in Q2 2014. 948 funds tracked by Wall St. Rank hold IWF as of Q1 2018.

Greenwood Capital Associates reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2018 after selling out during the quarter.
Greenwood Capital Associates sold 6,272 iShares Russell 1000 Growth ETF shares in Q1 2018, an estimated $211K.
Greenwood Capital Associates first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and held it in 10 quarters.
Greenwood Capital Associates's iShares Russell 1000 Growth ETF position peaked at $1.31M in Q2 2014.
948 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2018.

Based on Greenwood Capital Associates's 13F filing for Q1 2018, filed 15 May 2018.