Independent Portfolio Consultants’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Independent Portfolio Consultants’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
2017 Q1	–	Sell	-3,088	Closed	-$81K	–	863
2016 Q4	$81K	Buy	+3,088	New	+$80.2K	0.03%	478
2014 Q3	–	Sell	-41,740	Closed	-$949K	–	893
2014 Q2	$949K	Buy	41,740 +18,660	+81%	+$409K	0.27%	93
2014 Q1	$499K	Buy	+23,080	New	+$495K	0.16%	227

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

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

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

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

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

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Independent Portfolio Consultants's IWF Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2017, closing a stake of 3,088 shares — an estimated $81K sold.

Independent Portfolio Consultants first reported a position in IWF in Q1 2014 and held it in 3 quarters. The position peaked at $949K in Q2 2014. 783 funds tracked by Wall St. Rank hold IWF as of Q1 2017.

Independent Portfolio Consultants reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2017 after selling out during the quarter.
Independent Portfolio Consultants sold 3,088 iShares Russell 1000 Growth ETF shares in Q1 2017, an estimated $81K.
Independent Portfolio Consultants first reported a position in iShares Russell 1000 Growth ETF in Q1 2014 and held it in 3 quarters.
Independent Portfolio Consultants's iShares Russell 1000 Growth ETF position peaked at $949K in Q2 2014.
783 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.