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LVZ Inc’s iShares Russell 1000 Growth ETF IWF Stock Holding History

LVZ Inc’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
Q1 		– Sell
-23,036
Closed -$776K – 71
2017
Q4 		$776K Buy
23,036
+5,416
+31% +$178K 0.23% 32
2017
Q3 		$551K Buy
17,620
+804
+5% +$24.6K 0.18% 34
2017
Q2 		$500K Buy
16,816
+5,872
+54% +$172K 0.17% 32
2017
Q1 		$311K Buy
10,944
+1,344
+14% +$37.3K 0.11% 41
2016
Q4 		$252K Buy
+9,600
New +$249K 0.1% 51

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LVZ Inc's IWF Position: Q1 2018 in Review

LVZ Inc sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2018, closing a stake of 23,036 shares — an estimated $776K sold.

LVZ Inc first reported a position in IWF in Q4 2016 and held it in 5 quarters. The position peaked at $776K in Q4 2017. 948 funds tracked by Wall St. Rank hold IWF as of Q1 2018.

  • LVZ Inc reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2018 after selling out during the quarter.
  • LVZ Inc sold 23,036 iShares Russell 1000 Growth ETF shares in Q1 2018, an estimated $776K.
  • LVZ Inc first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and held it in 5 quarters.
  • LVZ Inc's iShares Russell 1000 Growth ETF position peaked at $776K in Q4 2017.
  • 948 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2018.

Based on LVZ Inc's 13F filing for Q1 2018, filed 25 Apr 2018.