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MKD Wealth Coaches’s iShares Russell 1000 Growth ETF IWF Stock Holding History

MKD Wealth Coaches’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
Q3 		– Sell
-1,120
Closed -$44K – 122
2019
Q2 		$44K Hold
1,120
– – 0.04% 93
2019
Q1 		$42K Hold
1,120
– – 0.04% 89
2018
Q4 		$37K Buy
+1,120
New +$39.5K 0.04% 93

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
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MKD Wealth Coaches's IWF Position: Q3 2019 in Review

MKD Wealth Coaches sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2019, closing a stake of 1,120 shares — an estimated $44K sold.

MKD Wealth Coaches first reported a position in IWF in Q4 2018 and held it in 3 quarters. The position peaked at $44K in Q2 2019. 1,110 funds tracked by Wall St. Rank hold IWF as of Q3 2019.

  • MKD Wealth Coaches reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2019 after selling out during the quarter.
  • MKD Wealth Coaches sold 1,120 iShares Russell 1000 Growth ETF shares in Q3 2019, an estimated $44K.
  • MKD Wealth Coaches first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and held it in 3 quarters.
  • MKD Wealth Coaches's iShares Russell 1000 Growth ETF position peaked at $44K in Q2 2019.
  • 1,110 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2019.

Based on MKD Wealth Coaches's 13F filing for Q3 2019, filed 6 Nov 2019.