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Kabarec Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Kabarec Financial Advisors’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
Q2 		$18K Hold
508
– – 0.01% 68
2018
Q1 		$17K Buy
+508
New +$17.8K 0.01% 68

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

Kabarec Financial Advisors's IWF Position: Q2 2018 in Review

Kabarec Financial Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2018 at 508 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #68.

Kabarec Financial Advisors first reported a position in IWF in Q1 2018 and has held it in 2 quarters since. 960 funds tracked by Wall St. Rank hold IWF as of Q2 2018.

  • Kabarec Financial Advisors held 508 shares of iShares Russell 1000 Growth ETF worth $18K as of Q2 2018.
  • Kabarec Financial Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2018.
  • iShares Russell 1000 Growth ETF made up 0.01% of Kabarec Financial Advisors's portfolio in Q2 2018, its #68 holding.
  • Kabarec Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and has held it in 2 quarters since.
  • 960 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.