IC
IWF icon

InterOcean Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History

InterOcean Capital’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
2018
Q3 		– Sell
-6,000
Closed -$216K – 202
2018
Q2 		$216K Buy
+6,000
New +$212K 0.03% 188
2017
Q1 		– Sell
-14,976
Closed -$393K – 162
2016
Q4 		$393K Buy
14,976
+548
+4% +$14.2K 0.08% 97
2016
Q3 		$376K Hold
14,428
– – 0.09% 102
2016
Q2 		$362K Hold
14,428
– – 0.09% 99
2016
Q1 		$360K Hold
14,428
– – 0.1% 93
2015
Q4 		$359K Hold
14,428
– – 0.11% 90
2015
Q3 		$335K Hold
14,428
– – 0.12% 105
2015
Q2 		$357K Buy
14,428
+808
+6% +$20.3K 0.11% 100
2015
Q1 		$337K Hold
13,620
– – 0.11% 96
2014
Q4 		$326K Buy
+13,620
New +$319K 0.12% 97

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return