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Lodestar Investment Counsel’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Lodestar Investment Counsel’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
Q4 		– Sell
-16,984
Closed -$662K – 170
2018
Q3 		$662K Sell
16,984
-4,000
-19% -$151K 0.07% 119
2018
Q2 		$754K Buy
+20,984
New +$741K 0.09% 106

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Lodestar Investment Counsel's IWF Position: Q4 2018 in Review

Lodestar Investment Counsel sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2018, closing a stake of 16,984 shares — an estimated $662K sold.

Lodestar Investment Counsel first reported a position in IWF in Q2 2018 and held it in 2 quarters. The position peaked at $754K in Q2 2018. 1,057 funds tracked by Wall St. Rank hold IWF as of Q4 2018.

  • Lodestar Investment Counsel reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Lodestar Investment Counsel sold 16,984 iShares Russell 1000 Growth ETF shares in Q4 2018, an estimated $662K.
  • Lodestar Investment Counsel first reported a position in iShares Russell 1000 Growth ETF in Q2 2018 and held it in 2 quarters.
  • Lodestar Investment Counsel's iShares Russell 1000 Growth ETF position peaked at $754K in Q2 2018.
  • 1,057 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2018.

Based on Lodestar Investment Counsel's 13F filing for Q4 2018, filed 18 Jan 2019.