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Newport Wealth Strategies’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Newport Wealth Strategies’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
2018
Q3 		– Sell
-6,140
Closed -$221K – 75
2018
Q2 		$221K Sell
6,140
-10,000
-62% -$353K 0.26% 75
2018
Q1 		$549K Sell
16,140
-800
-5% -$28K 0.43% 45
2017
Q4 		$610K Buy
+16,940
New +$555K 0.44% 47

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Newport Wealth Strategies's IWF Position: Q3 2018 in Review

Newport Wealth Strategies sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2018, closing a stake of 6,140 shares — an estimated $221K sold.

Newport Wealth Strategies first reported a position in IWF in Q4 2017 and held it in 3 quarters. The position peaked at $610K in Q4 2017. 989 funds tracked by Wall St. Rank hold IWF as of Q3 2018.

  • Newport Wealth Strategies reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2018 after selling out during the quarter.
  • Newport Wealth Strategies sold 6,140 iShares Russell 1000 Growth ETF shares in Q3 2018, an estimated $221K.
  • Newport Wealth Strategies first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and held it in 3 quarters.
  • Newport Wealth Strategies's iShares Russell 1000 Growth ETF position peaked at $610K in Q4 2017.
  • 989 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2018.

Based on Newport Wealth Strategies's 13F filing for Q3 2018, filed 5 Nov 2018.