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IndexIQ Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

IndexIQ 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
2020
Q1 		– Sell
-40
Closed -$2K – 1097
2019
Q4 		$2K Hold
40
– – ﹤0.01% 799
2019
Q3 		$2K Hold
40
– – ﹤0.01% 562
2019
Q2 		$2K Sell
40
-518,396
-100% -$20.1M ﹤0.01% 554
2019
Q1 		$19.6M Sell
518,436
-32,196
-6% -$1.16M 0.57% 39
2018
Q4 		$18M Sell
550,632
-69,972
-11% -$2.47M 0.5% 43
2018
Q3 		$24.2M Sell
620,604
-136,012
-18% -$5.15M 0.78% 26
2018
Q2 		$27.2M Sell
756,616
-781,568
-51% -$27.6M 0.84% 21
2018
Q1 		$52.3M Buy
1,538,184
+198,404
+15% +$6.96M 1.68% 6
2017
Q4 		$45.1M Buy
1,339,780
+59,444
+5% +$1.95M 1.66% 12
2017
Q3 		$40M Buy
1,280,336
+1,261,512
+6,702% +$38.6M 1.72% 10
2017
Q2 		$560K Sell
18,824
-1,091,856
-98% -$32.1M 0.03% 224
2017
Q1 		$31.6M Buy
1,110,680
+396,272
+55% +$11M 1.64% 15
2016
Q4 		$18.7M Buy
714,408
+341,188
+91% +$8.86M 0.94% 21
2016
Q3 		$9.72M Sell
373,220
-122,168
-25% -$3.18M 0.48% 31
2016
Q2 		$12.4M Buy
495,388
+349,908
+241% +$8.74M 0.72% 32
2016
Q1 		$3.63M Sell
145,480
-419,584
-74% -$9.91M 0.24% 40
2015
Q4 		$14.1M Buy
565,064
+561,824
+17,340% +$14M 0.9% 20
2015
Q3 		$75K Sell
3,240
-41,376
-93% -$1.02M ﹤0.01% 209
2015
Q2 		$1.1M Sell
44,616
-1,491,012
-97% -$37.5M 0.07% 107
2015
Q1 		$38M Buy
1,535,628
+408,464
+36% +$9.98M 2.42% 11
2014
Q4 		$26.9M Sell
1,127,164
-1,088,088
-49% -$25.5M 1.78% 15
2014
Q3 		$50.7M Sell
2,215,252
-374,328
-14% -$8.58M 3.73% 7
2014
Q2 		$58.9M Sell
2,589,580
-3,002,304
-54% -$65.9M 4.68% 6
2014
Q1 		$121M Sell
5,591,884
-62,832
-1% -$1.35M 11.44% 3
2013
Q4 		$122M Buy
5,654,716
+454,484
+9% +$9.32M 12.44% 1
2013
Q3 		$102M Buy
5,200,232
+1,344,928
+35% +$25.7M 11.69% 1
2013
Q2 		$70.1M Buy
+3,855,304
New +$70.6M 8.83% 2

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

IndexIQ Advisors's IWF Position: Q1 2020 in Review

IndexIQ Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2020, closing a stake of 40 shares — an estimated $2K sold.

IndexIQ Advisors first reported a position in IWF in Q2 2013 and held it in 27 quarters. The position peaked at $122M in Q4 2013. 1,217 funds tracked by Wall St. Rank hold IWF as of Q1 2020.

  • IndexIQ Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • IndexIQ Advisors sold 40 iShares Russell 1000 Growth ETF shares in Q1 2020, an estimated $2K.
  • IndexIQ Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and held it in 27 quarters.
  • IndexIQ Advisors's iShares Russell 1000 Growth ETF position peaked at $122M in Q4 2013.
  • 1,217 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2020.

Based on IndexIQ Advisors's 13F filing for Q1 2020, filed 8 May 2020.