IP
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Isthmus Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Isthmus Partners’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
Q3 		– Sell
-5,320
Closed -$209K – 140
2019
Q2 		$209K Buy
+5,320
New +$206K 0.05% 135

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 $871B 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 $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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Isthmus Partners's IWF Position: Q3 2019 in Review

Isthmus Partners sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2019, closing a stake of 5,320 shares — an estimated $209K sold.

Isthmus Partners first reported a position in IWF in Q2 2019 and held it in 1 quarter. The position peaked at $209K in Q2 2019. 1,110 funds tracked by Wall St. Rank hold IWF as of Q3 2019.

  • Isthmus Partners reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Isthmus Partners sold 5,320 iShares Russell 1000 Growth ETF shares in Q3 2019, an estimated $209K.
  • Isthmus Partners first reported a position in iShares Russell 1000 Growth ETF in Q2 2019 and held it in 1 quarter.
  • Isthmus Partners's iShares Russell 1000 Growth ETF position peaked at $209K in Q2 2019.
  • 1,110 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2019.

Based on Isthmus Partners's 13F filing for Q3 2019, filed 14 Nov 2019.