Michael J. Puzo’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Michael J. Puzo’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
2015 Q4	–	Sell	-18,820	Closed	-$438K	–	93
2015 Q3	$438K	Sell	18,820 -3,020	-14%	-$74.3K	0.31%	61
2015 Q2	$541K	Hold	21,840	–	–	0.35%	61
2015 Q1	$540K	Hold	21,840	–	–	0.34%	61
2014 Q4	$522K	Sell	21,840 -560	-3%	-$13.1K	0.34%	61
2014 Q3	$513K	Sell	22,400 -2,400	-10%	-$55K	0.35%	59
2014 Q2	$564K	Sell	24,800 -2,056	-8%	-$45.1K	0.39%	56
2014 Q1	$581K	Hold	26,856	–	–	0.42%	57
2013 Q4	$577K	Buy	26,856 +15,820	+143%	+$325K	0.42%	56
2013 Q3	$216K	Hold	11,036	–	–	0.18%	70
2013 Q2	$201K	Buy	+11,036	New	+$202K	0.18%	74

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Michael J. Puzo's IWF Position: Q4 2015 in Review

Michael J. Puzo sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2015, closing a stake of 18,820 shares — an estimated $438K sold.

Michael J. Puzo first reported a position in IWF in Q2 2013 and held it in 10 quarters. The position peaked at $581K in Q1 2014. 677 funds tracked by Wall St. Rank hold IWF as of Q4 2015.

Michael J. Puzo reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2015 after selling out during the quarter.
Michael J. Puzo sold 18,820 iShares Russell 1000 Growth ETF shares in Q4 2015, an estimated $438K.
Michael J. Puzo first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and held it in 10 quarters.
Michael J. Puzo's iShares Russell 1000 Growth ETF position peaked at $581K in Q1 2014.
677 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2015.

Based on Michael J. Puzo's 13F filing for Q4 2015, filed 12 Feb 2016.