JWM
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Jacobus Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Jacobus Wealth Management’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
2017
Q3 		$5.45M Buy
174,200
+6,288
+4% +$192K 1.43% 22
2017
Q2 		$5M Buy
167,912
+1,160
+0.7% +$34.1K 1.35% 21
2017
Q1 		$4.74M Buy
166,752
+1,780
+1% +$49.4K 1.33% 21
2016
Q4 		$4.33M Sell
164,972
-4,180
-2% -$108K 1.27% 22
2016
Q3 		$4.41M Buy
169,152
+7,540
+5% +$196K 1.28% 22
2016
Q2 		$4.05M Hold
161,612
– – 1.24% 23
2016
Q1 		$4.03M Sell
161,612
-1,204
-0.7% -$28.4K 1.18% 21
2015
Q4 		$4.05M Buy
162,816
+31,584
+24% +$788K 1.16% 21
2015
Q3 		$3.05M Buy
131,232
+1,400
+1% +$34.4K 0.89% 32
2015
Q2 		$3.21M Buy
129,832
+20,532
+19% +$516K 0.8% 35
2015
Q1 		$2.7M Buy
109,300
+4,240
+4% +$104K 0.7% 37
2014
Q4 		$2.51M Sell
105,060
-6,036
-5% -$141K 0.65% 40
2014
Q3 		$2.54M Sell
111,096
-3,120
-3% -$71.5K 0.7% 35
2014
Q2 		$2.6M Buy
114,216
+15,400
+16% +$338K 0.66% 37
2014
Q1 		$2.14M Buy
98,816
+25,320
+34% +$544K 0.52% 46
2013
Q4 		$1.58M Buy
73,496
+4
+0% +$82 0.46% 46
2013
Q3 		$1.44M Buy
73,492
+21,120
+40% +$404K 0.5% 43
2013
Q2 		$952K Buy
+52,372
New +$959K 0.35% 56

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Jacobus Wealth Management's IWF Position: Q3 2017 in Review

Jacobus Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 3.7% in Q3 2017, buying an estimated $192K and bringing the position to 174,200 shares worth $5.45M. The position accounts for 1.43% of the portfolio, ranked #22.

Jacobus Wealth Management first reported a position in IWF in Q2 2013 and has held it in 18 quarters since. 816 funds tracked by Wall St. Rank hold IWF as of Q3 2017.

  • Jacobus Wealth Management held 174,200 shares of iShares Russell 1000 Growth ETF worth $5.45M as of Q3 2017.
  • Jacobus Wealth Management bought 6,288 iShares Russell 1000 Growth ETF shares in Q3 2017, an estimated $192K.
  • iShares Russell 1000 Growth ETF made up 1.43% of Jacobus Wealth Management's portfolio in Q3 2017, its #22 holding.
  • Jacobus Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 18 quarters since.
  • 816 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.