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National Planning Corporation’s iShares Russell 1000 Growth ETF IWF Stock Holding History

National Planning Corporation’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
-62,520
Closed -$1.96M – 325
2017
Q3 		$1.96M Buy
62,520
+31,620
+102% +$968K 0.16% 143
2017
Q2 		$916K Sell
30,900
-8,072
-21% -$237K 0.07% 264
2017
Q1 		$1.11M Buy
38,972
+504
+1% +$14K 0.08% 224
2016
Q4 		$1.04M Sell
38,468
-81,636
-68% -$2.12M 0.08% 228
2016
Q3 		$3.06M Buy
120,104
+2,348
+2% +$61K 0.24% 87
2016
Q2 		$3.07M Sell
117,756
-3,324
-3% -$83K 0.24% 93
2016
Q1 		$2.99M Buy
121,080
+10,028
+9% +$237K 0.26% 85
2015
Q4 		$2.51M Sell
111,052
-15,528
-12% -$387K 0.21% 109
2015
Q3 		$3.23M Sell
126,580
-9,124
-7% -$225K 0.3% 71
2015
Q2 		$3.42M Sell
135,704
-11,864
-8% -$298K 0.31% 71
2015
Q1 		$3.67M Sell
147,568
-433,892
-75% -$10.6M 0.33% 67
2014
Q4 		$13.7M Buy
581,460
+26,728
+5% +$625K 0.97% 21
2014
Q3 		$12.7M Buy
554,732
+153,116
+38% +$3.51M 0.97% 19
2014
Q2 		$9.13M Buy
401,616
+55,476
+16% +$1.22M 0.72% 30
2014
Q1 		$7.59M Buy
346,140
+121,260
+54% +$2.6M 0.65% 36
2013
Q4 		$4.83M Buy
224,880
+57,684
+35% +$1.18M 0.43% 57
2013
Q3 		$3.3M Buy
167,196
+46,212
+38% +$885K 0.32% 71
2013
Q2 		$2.2M Buy
+120,984
New +$2.22M 0.27% 87

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

National Planning Corporation's IWF Position: Q4 2017 in Review

National Planning Corporation sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2017, closing a stake of 62,520 shares — an estimated $1.96M sold.

National Planning Corporation first reported a position in IWF in Q2 2013 and held it in 18 quarters. The position peaked at $13.7M in Q4 2014. 950 funds tracked by Wall St. Rank hold IWF as of Q4 2017.

  • National Planning Corporation reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 62,520 iShares Russell 1000 Growth ETF shares in Q4 2017, an estimated $1.96M.
  • National Planning Corporation first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's iShares Russell 1000 Growth ETF position peaked at $13.7M in Q4 2014.
  • 950 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.