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Nancy B. Gardiner’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Nancy B. Gardiner’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
Q4 		– Sell
-8,140
Closed -$255K – 52
2017
Q3 		$255K Sell
8,140
-1,840
-18% -$56.3K 0.47% 47
2017
Q2 		$297K Sell
9,980
-300
-3% -$8.81K 0.6% 43
2017
Q1 		$292K Sell
10,280
-2,000
-16% -$55.5K 0.68% 45
2016
Q4 		$323K Sell
12,280
-7,400
-38% -$192K 0.82% 42
2016
Q3 		$512K Sell
19,680
-4,440
-18% -$115K 1.31% 29
2016
Q2 		$605K Buy
+24,120
New +$602K 1.94% 19

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Nancy B. Gardiner's IWF Position: Q4 2017 in Review

Nancy B. Gardiner sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2017, closing a stake of 8,140 shares — an estimated $255K sold.

Nancy B. Gardiner first reported a position in IWF in Q2 2016 and held it in 6 quarters. The position peaked at $605K in Q2 2016. 951 funds tracked by Wall St. Rank hold IWF as of Q4 2017.

  • Nancy B. Gardiner reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2017 after selling out during the quarter.
  • Nancy B. Gardiner sold 8,140 iShares Russell 1000 Growth ETF shares in Q4 2017, an estimated $255K.
  • Nancy B. Gardiner first reported a position in iShares Russell 1000 Growth ETF in Q2 2016 and held it in 6 quarters.
  • Nancy B. Gardiner's iShares Russell 1000 Growth ETF position peaked at $605K in Q2 2016.
  • 951 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2017.

Based on Nancy B. Gardiner's 13F filing for Q4 2017, filed 2 Feb 2018.