NFG
IWF icon

NewFocus Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

NewFocus Financial Group’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
2016
Q2 		– Sell
-8,604
Closed -$215K – 51
2016
Q1 		$215K Hold
8,604
– – 0.16% 48
2015
Q4 		$214K Hold
8,604
– – 0.15% 54
2015
Q3 		$200K Hold
8,604
– – 0.15% 48
2015
Q2 		$213K Hold
8,604
– – 0.14% 50
2015
Q1 		$213K Sell
8,604
-1,044
-11% -$25.5K 0.13% 51
2014
Q4 		$231K Buy
+9,648
New +$226K 0.16% 52
2014
Q3 		– Sell
-9,688
Closed -$220K – 42
2014
Q2 		$220K Buy
9,688
+40
+0.4% +$878 0.17% 42
2014
Q1 		$209K Sell
9,648
-2,364
-20% -$50.8K 0.17% 39
2013
Q4 		$258K Buy
+12,012
New +$246K 0.22% 38

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return