Navellier & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Navellier & Associates’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 Q1	–	Sell	-35,620	Closed	-$1.17M	–	257
2018 Q4	$1.17M	Buy	+35,620	New	+$1.26M	0.2%	103
2017 Q1	–	Sell	-14,240	Closed	-$373K	–	299
2016 Q4	$373K	Buy	+14,240	New	+$370K	0.06%	198
2016 Q1	–	Sell	-121,604	Closed	-$3.02M	–	273
2015 Q4	$3.02M	Buy	+121,604	New	+$3.03M	0.33%	52
2015 Q1	–	Sell	-9,312	Closed	-$223K	–	363
2014 Q4	$223K	Buy	+9,312	New	+$218K	0.01%	297
2014 Q1	–	Sell	-18,340	Closed	-$394K	–	332
2013 Q4	$394K	Buy	+18,340	New	+$376K	0.02%	221
2013 Q3	–	Sell	-110,040	Closed	-$2M	–	291
2013 Q2	$2M	Buy	+110,040	New	+$2.02M	0.1%	67

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

RJA

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

Navellier & Associates's IWF Position: Q1 2019 in Review

Navellier & Associates sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2019, closing a stake of 35,620 shares — an estimated $1.17M sold.

Navellier & Associates first reported a position in IWF in Q2 2013 and held it in 6 quarters. The position peaked at $3.02M in Q4 2015. 1,080 funds tracked by Wall St. Rank hold IWF as of Q1 2019.

Navellier & Associates reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2019 after selling out during the quarter.
Navellier & Associates sold 35,620 iShares Russell 1000 Growth ETF shares in Q1 2019, an estimated $1.17M.
Navellier & Associates first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and held it in 6 quarters.
Navellier & Associates's iShares Russell 1000 Growth ETF position peaked at $3.02M in Q4 2015.
1,080 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2019.

Based on Navellier & Associates's 13F filing for Q1 2019, filed 15 May 2019.