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

Guidant Wealth 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
2019 Q3	$1.56M	Hold	39,028	–	–	0.58%	38
2019 Q2	$1.53M	Sell	39,028 -2,152	-5%	-$83.3K	0.59%	36
2019 Q1	$1.56M	Sell	41,180 -320	-0.8%	-$11.5K	0.61%	36
2018 Q4	$1.36M	Buy	+41,500	New	+$1.46M	0.63%	37
2017 Q3	–	Sell	-41,500	Closed	-$1.24M	–	210
2017 Q2	$1.24M	Hold	41,500	–	–	0.64%	38
2017 Q1	$1.17M	Hold	41,500	–	–	0.62%	39
2016 Q4	$1.11M	Hold	41,500	–	–	0.63%	40
2016 Q3	$1.07M	Buy	+41,500	New	+$1.08M	0.66%	39

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

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

Guidant Wealth Advisors's IWF Position: Q3 2019 in Review

Guidant Wealth Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2019 at 39,028 shares worth $1.56M. The position accounts for 0.58% of the portfolio, ranked #38.

Guidant Wealth Advisors first reported a position in IWF in Q3 2016 and has held it in 8 quarters since. 1,111 funds tracked by Wall St. Rank hold IWF as of Q3 2019.

Guidant Wealth Advisors held 39,028 shares of iShares Russell 1000 Growth ETF worth $1.56M as of Q3 2019.
Guidant Wealth Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2019.
iShares Russell 1000 Growth ETF made up 0.58% of Guidant Wealth Advisors's portfolio in Q3 2019, its #38 holding.
Guidant Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2016 and has held it in 8 quarters since.
1,111 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.