Gupta Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Gupta Wealth Management’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 Q1	$596K	Sell	23,884 -2,520	-10%	-$59.5K	0.14%	129
2015 Q4	$657K	Sell	26,404 -2,276	-8%	-$56.8K	0.17%	115
2015 Q3	$667K	Sell	28,680 -5,524	-16%	-$136K	0.16%	114
2015 Q2	$847K	Buy	34,204 +2,948	+9%	+$74.1K	0.21%	102
2015 Q1	$773K	Buy	+31,256	New	+$764K	0.23%	99

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Gupta Wealth Management's IWF Position: Q1 2016 in Review

Gupta Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 9.5% in Q1 2016, selling an estimated $59.5K and leaving 23,884 shares worth $596K. The position accounts for 0.14% of the portfolio, ranked #129.

Gupta Wealth Management first reported a position in IWF in Q1 2015 and has held it in 5 quarters since. The position peaked at $847K in Q2 2015. 663 funds tracked by Wall St. Rank hold IWF as of Q1 2016.

Gupta Wealth Management held 23,884 shares of iShares Russell 1000 Growth ETF worth $596K as of Q1 2016.
Gupta Wealth Management sold 2,520 iShares Russell 1000 Growth ETF shares in Q1 2016, an estimated $59.5K.
iShares Russell 1000 Growth ETF made up 0.14% of Gupta Wealth Management's portfolio in Q1 2016, its #129 holding.
Gupta Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's iShares Russell 1000 Growth ETF position peaked at $847K in Q2 2015.
663 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.