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HL Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

HL Financial Services’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
Q1 		$4.89M Sell
129,204
-1,944
-1% -$69.9K 0.08% 163
2018
Q4 		$4.29M Sell
131,148
-14,468
-10% -$510K 0.08% 166
2018
Q3 		$5.68M Buy
145,616
+6,924
+5% +$262K 0.09% 139
2018
Q2 		$4.99M Sell
138,692
-988
-0.7% -$34.9K 0.09% 148
2018
Q1 		$4.75M Buy
+139,680
New +$4.9M 0.08% 151
2017
Q4 		– Sell
-165,052
Closed -$5.16M – 662
2017
Q3 		$5.16M Sell
165,052
-24,996
-13% -$765K 0.1% 120
2017
Q2 		$5.66M Sell
190,048
-13,336
-7% -$391K 0.11% 112
2017
Q1 		$5.79M Sell
203,384
-61,120
-23% -$1.7M 0.12% 104
2016
Q4 		$6.94M Buy
264,504
+6,752
+3% +$175K 0.15% 86
2016
Q3 		$6.71M Sell
257,752
-4,300
-2% -$112K 0.16% 88
2016
Q2 		$6.58M Sell
262,052
-25,604
-9% -$639K 0.16% 85
2016
Q1 		$7.18M Sell
287,656
-51,204
-15% -$1.21M 0.17% 78
2015
Q4 		$8.43M Sell
338,860
-6,104
-2% -$152K 0.22% 68
2015
Q3 		$8.02M Buy
344,964
+11,772
+4% +$290K 0.23% 68
2015
Q2 		$8.25M Sell
333,192
-3,424
-1% -$86.1K 0.22% 68
2015
Q1 		$8.32M Buy
336,616
+2,528
+0.8% +$61.8K 0.22% 66
2014
Q4 		$7.99M Buy
334,088
+2,040
+0.6% +$47.7K 0.22% 68
2014
Q3 		$7.61M Sell
332,048
-2,752
-0.8% -$63K 0.22% 69
2014
Q2 		$7.61M Sell
334,800
-36,948
-10% -$811K 0.22% 72
2014
Q1 		$8.04M Buy
371,748
+3,848
+1% +$82.6K 0.24% 69
2013
Q4 		$7.91M Sell
367,900
-29,740
-7% -$610K 0.24% 71
2013
Q3 		$7.77M Sell
397,640
-42,736
-10% -$818K 0.27% 69
2013
Q2 		$8.01M Buy
+440,376
New +$8.07M 0.29% 65

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HL Financial Services's IWF Position: Q1 2019 in Review

HL Financial Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.5% in Q1 2019, selling an estimated $69.9K and leaving 129,204 shares worth $4.89M. The position accounts for 0.08% of the portfolio, ranked #163.

HL Financial Services first reported a position in IWF in Q2 2013 and has held it in 23 quarters since. The position peaked at $8.43M in Q4 2015. 1,080 funds tracked by Wall St. Rank hold IWF as of Q1 2019.

  • HL Financial Services held 129,204 shares of iShares Russell 1000 Growth ETF worth $4.89M as of Q1 2019.
  • HL Financial Services sold 1,944 iShares Russell 1000 Growth ETF shares in Q1 2019, an estimated $69.9K.
  • iShares Russell 1000 Growth ETF made up 0.08% of HL Financial Services's portfolio in Q1 2019, its #163 holding.
  • HL Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 23 quarters since.
  • HL Financial Services's iShares Russell 1000 Growth ETF position peaked at $8.43M in Q4 2015.
  • 1,080 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.