KWMG LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

KWMG LLC’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 Q2	–	Sell	-512	Closed	-$19K	–	276
2019 Q1	$19K	Hold	512	–	–	﹤0.01%	233
2018 Q4	$17K	Hold	512	–	–	﹤0.01%	240
2018 Q3	$20K	Sell	512 -148	-22%	-$5.6K	0.01%	229
2018 Q2	$24K	Buy	+660	New	+$23.3K	0.01%	206

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

KWMG LLC's IWF Position: Q2 2019 in Review

KWMG LLC sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2019, closing a stake of 512 shares — an estimated $19K sold.

KWMG LLC first reported a position in IWF in Q2 2018 and held it in 4 quarters. The position peaked at $24K in Q2 2018. 1,111 funds tracked by Wall St. Rank hold IWF as of Q2 2019.

KWMG LLC reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2019 after selling out during the quarter.
KWMG LLC sold 512 iShares Russell 1000 Growth ETF shares in Q2 2019, an estimated $19K.
KWMG LLC first reported a position in iShares Russell 1000 Growth ETF in Q2 2018 and held it in 4 quarters.
KWMG LLC's iShares Russell 1000 Growth ETF position peaked at $24K in Q2 2018.
1,111 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.