Holt-Smith Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Holt-Smith 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
2013 Q2	$10.7M	Buy	+587,548	New	+$10.8M	15.07%	1

Other funds holding IWF

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Holt-Smith Advisors's IWF Position: Q2 2013 in Review

Holt-Smith Advisors opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2013: 587,548 shares worth $10.7M. The stake represents 15.07% of the portfolio and ranks #1 among its holdings.

422 funds tracked by Wall St. Rank hold IWF as of Q2 2013.

Holt-Smith Advisors held 587,548 shares of iShares Russell 1000 Growth ETF worth $10.7M as of Q2 2013.
iShares Russell 1000 Growth ETF was a new Holt-Smith Advisors position in Q2 2013.
iShares Russell 1000 Growth ETF made up 15.07% of Holt-Smith Advisors's portfolio in Q2 2013, its #1 holding.
422 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2013.

Based on Holt-Smith Advisors's 13F filing for Q2 2013, filed 1 Aug 2013.