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Hefty Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Hefty Wealth Partners’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 		– Sell
-8,108
Closed -$201K – 225
2015
Q4 		$201K Buy
+8,108
New +$202K 0.19% 87

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Hefty Wealth Partners's IWF Position: Q1 2016 in Review

Hefty Wealth Partners sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2016, closing a stake of 8,108 shares — an estimated $201K sold.

Hefty Wealth Partners first reported a position in IWF in Q4 2015 and held it in 1 quarter. The position peaked at $201K in Q4 2015. 662 funds tracked by Wall St. Rank hold IWF as of Q1 2016.

  • Hefty Wealth Partners reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2016 after selling out during the quarter.
  • Hefty Wealth Partners sold 8,108 iShares Russell 1000 Growth ETF shares in Q1 2016, an estimated $201K.
  • Hefty Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and held it in 1 quarter.
  • Hefty Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $201K in Q4 2015.
  • 662 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2016.

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