JAM
IWF icon

Jolley Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Jolley Asset 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
2018
Q3 		– Sell
-1,600
Closed -$58K – 114
2018
Q2 		$58K Sell
1,600
-1,200
-43% -$42.4K 0.04% 101
2018
Q1 		$95K Buy
2,800
+2,208
+373% +$77.4K 0.06% 92
2017
Q4 		$20K Buy
+592
New +$19.4K 0.01% 126

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
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

Jolley Asset Management's IWF Position: Q3 2018 in Review

Jolley Asset Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2018, closing a stake of 1,600 shares — an estimated $58K sold.

Jolley Asset Management first reported a position in IWF in Q4 2017 and held it in 3 quarters. The position peaked at $95K in Q1 2018. 989 funds tracked by Wall St. Rank hold IWF as of Q3 2018.

  • Jolley Asset Management reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2018 after selling out during the quarter.
  • Jolley Asset Management sold 1,600 iShares Russell 1000 Growth ETF shares in Q3 2018, an estimated $58K.
  • Jolley Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and held it in 3 quarters.
  • Jolley Asset Management's iShares Russell 1000 Growth ETF position peaked at $95K in Q1 2018.
  • 989 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2018.

Based on Jolley Asset Management's 13F filing for Q3 2018, filed 18 Oct 2018.