Israel Discount Bank of New York’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Israel Discount Bank of New York’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
2019 Q2	–	Sell	-1,600	Closed	-$61K	–	219
2019 Q1	$61K	Hold	1,600	–	–	0.04%	163
2018 Q4	$52K	Hold	1,600	–	–	0.04%	164
2018 Q3	$62K	Hold	1,600	–	–	0.04%	160
2018 Q2	$58K	Hold	1,600	–	–	0.04%	233
2018 Q1	$54K	Sell	1,600 -400	-20%	-$14K	0.04%	244
2017 Q4	$67K	Hold	2,000	–	–	0.05%	207
2017 Q3	$63K	Hold	2,000	–	–	0.05%	222
2017 Q2	$60K	Hold	2,000	–	–	0.05%	221
2017 Q1	$57K	Sell	2,000 -604	-23%	-$16.8K	0.05%	218
2016 Q4	$68K	Buy	+2,604	New	+$67.6K	0.06%	203

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

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

Israel Discount Bank of New York's IWF Position: Q2 2019 in Review

Israel Discount Bank of New York sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2019, closing a stake of 1,600 shares — an estimated $61K sold.

Israel Discount Bank of New York first reported a position in IWF in Q4 2016 and held it in 10 quarters. The position peaked at $68K in Q4 2016. 1,111 funds tracked by Wall St. Rank hold IWF as of Q2 2019.

Israel Discount Bank of New York reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 1,600 iShares Russell 1000 Growth ETF shares in Q2 2019, an estimated $61K.
Israel Discount Bank of New York first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and held it in 10 quarters.
Israel Discount Bank of New York's iShares Russell 1000 Growth ETF position peaked at $68K in Q4 2016.
1,111 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2019.

Based on Israel Discount Bank of New York's 13F filing for Q2 2019, filed 14 Aug 2019.