Kernodle & Katon Asset Management Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Kernodle & Katon Asset Management Group’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 Q1	$42K	Sell	1,480 -2,788	-65%	-$77.3K	0.03%	175
2016 Q4	$112K	Sell	4,268 -12,856	-75%	-$334K	0.07%	115
2016 Q3	$446K	Sell	17,124 -180	-1%	-$4.68K	0.28%	61
2016 Q2	$434K	Hold	17,304	–	–	0.4%	36
2016 Q1	$432K	Hold	17,304	–	–	0.41%	35
2015 Q4	$430K	Buy	+17,304	New	+$432K	0.41%	15

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

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Kernodle & Katon Asset Management Group's IWF Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 65% in Q1 2017, selling an estimated $77.3K and leaving 1,480 shares worth $42K. The position accounts for 0.03% of the portfolio, ranked #175.

Kernodle & Katon Asset Management Group first reported a position in IWF in Q4 2015 and has held it in 6 quarters since. The position peaked at $446K in Q3 2016. 782 funds tracked by Wall St. Rank hold IWF as of Q1 2017.

Kernodle & Katon Asset Management Group held 1,480 shares of iShares Russell 1000 Growth ETF worth $42K as of Q1 2017.
Kernodle & Katon Asset Management Group sold 2,788 iShares Russell 1000 Growth ETF shares in Q1 2017, an estimated $77.3K.
iShares Russell 1000 Growth ETF made up 0.03% of Kernodle & Katon Asset Management Group's portfolio in Q1 2017, its #175 holding.
Kernodle & Katon Asset Management Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 6 quarters since.
Kernodle & Katon Asset Management Group's iShares Russell 1000 Growth ETF position peaked at $446K in Q3 2016.
782 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.