Haberer Registered Investment Advisor’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Haberer Registered Investment Advisor’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
2015 Q1	$22K	Hold	900	–	–	0.01%	187
2014 Q4	$22K	Hold	900	–	–	0.01%	188
2014 Q3	$21K	Hold	900	–	–	0.01%	217
2014 Q2	$20K	Hold	900	–	–	0.01%	226
2014 Q1	$19K	Hold	900	–	–	0.01%	222
2013 Q4	$19K	Hold	900	–	–	0.01%	209
2013 Q3	$18K	Hold	900	–	–	0.01%	228
2013 Q2	$16K	Buy	+900	New	+$16.5K	﹤0.01%	275

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

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

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

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Haberer Registered Investment Advisor's IWF Position: Q1 2015 in Review

Haberer Registered Investment Advisor held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2015 at 900 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #187.

Haberer Registered Investment Advisor first reported a position in IWF in Q2 2013 and has held it in 8 quarters since. 598 funds tracked by Wall St. Rank hold IWF as of Q1 2015.

Haberer Registered Investment Advisor held 900 shares of iShares Russell 1000 Growth ETF worth $22K as of Q1 2015.
Haberer Registered Investment Advisor left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2015.
iShares Russell 1000 Growth ETF made up 0.01% of Haberer Registered Investment Advisor's portfolio in Q1 2015, its #187 holding.
Haberer Registered Investment Advisor first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 8 quarters since.
598 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2015.

Based on Haberer Registered Investment Advisor's 13F filing for Q1 2015, filed 8 Apr 2015.