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

LBA 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 Q1	$1.32M	Sell	46,340 -5,340	-10%	-$148K	0.69%	25
2016 Q4	$1.35M	Sell	51,680 -14,200	-22%	-$369K	0.74%	20
2016 Q3	$1.72M	Sell	65,880 -700	-1%	-$18.2K	0.97%	15
2016 Q2	$1.67M	Sell	66,580 -768	-1%	-$19.2K	0.94%	16
2016 Q1	$1.68M	Sell	67,348 -6,000	-8%	-$142K	0.97%	16
2015 Q4	$1.82M	Sell	73,348 -3,400	-4%	-$84.8K	1.05%	13
2015 Q3	$1.78M	Buy	76,748 +200	+0.3%	+$4.92K	1.12%	12
2015 Q2	$1.9M	Sell	76,548 -1,200	-2%	-$30.2K	1.19%	14
2015 Q1	$1.92M	Buy	77,748 +4,200	+6%	+$103K	1.21%	13
2014 Q4	$1.76M	Buy	73,548 +400	+0.5%	+$9.36K	1.16%	14
2014 Q3	$1.68M	Sell	73,148 -520	-0.7%	-$11.9K	1.16%	15
2014 Q2	$1.68M	Hold	73,668	–	–	1.37%	13
2014 Q1	$1.59M	Buy	73,668 +16,140	+28%	+$347K	1.31%	14
2013 Q4	$1.24M	Buy	+57,528	New	+$1.18M	1.02%	19

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

LBA Wealth Management's IWF Position: Q1 2017 in Review

LBA Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 10% in Q1 2017, selling an estimated $148K and leaving 46,340 shares worth $1.32M. The position accounts for 0.69% of the portfolio, ranked #25.

LBA Wealth Management first reported a position in IWF in Q4 2013 and has held it in 14 quarters since. The position peaked at $1.92M in Q1 2015. 782 funds tracked by Wall St. Rank hold IWF as of Q1 2017.

LBA Wealth Management held 46,340 shares of iShares Russell 1000 Growth ETF worth $1.32M as of Q1 2017.
LBA Wealth Management sold 5,340 iShares Russell 1000 Growth ETF shares in Q1 2017, an estimated $148K.
iShares Russell 1000 Growth ETF made up 0.69% of LBA Wealth Management's portfolio in Q1 2017, its #25 holding.
LBA Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's iShares Russell 1000 Growth ETF position peaked at $1.92M in Q1 2015.
782 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.