INR Advisory Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

INR Advisory 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
2014 Q2	–	Sell	-4,776	Closed	-$103K	–	49
2014 Q1	$103K	Hold	4,776	–	–	0.02%	30
2013 Q4	$103K	Sell	4,776 -680	-12%	-$14K	0.02%	30
2013 Q3	$107K	Hold	5,456	–	–	0.03%	30
2013 Q2	$99K	Buy	+5,456	New	+$99.9K	0.03%	30

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

INR Advisory Services's IWF Position: Q2 2014 in Review

INR Advisory Services sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2014, closing a stake of 4,776 shares — an estimated $103K sold.

INR Advisory Services first reported a position in IWF in Q2 2013 and held it in 4 quarters. The position peaked at $107K in Q3 2013. 508 funds tracked by Wall St. Rank hold IWF as of Q2 2014.

INR Advisory Services reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2014 after selling out during the quarter.
INR Advisory Services sold 4,776 iShares Russell 1000 Growth ETF shares in Q2 2014, an estimated $103K.
INR Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and held it in 4 quarters.
INR Advisory Services's iShares Russell 1000 Growth ETF position peaked at $107K in Q3 2013.
508 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2014.

Based on INR Advisory Services's 13F filing for Q2 2014, filed 25 Jul 2014.