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NextCapital Advisers’s iShares Russell 1000 Growth ETF IWF Stock Holding History

NextCapital Advisers’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
Q4 		– Sell
-268,228
Closed -$10.5M – 19
2018
Q3 		$10.5M Sell
268,228
-1,703,096
-86% -$64.5M 2.06% 9
2018
Q2 		$70.9M Buy
1,971,324
+756,228
+62% +$26.7M 22.84% 1
2018
Q1 		$41.3M Buy
+1,215,096
New +$42.6M 21.67% 2

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

NextCapital Advisers's IWF Position: Q4 2018 in Review

NextCapital Advisers sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2018, closing a stake of 268,228 shares — an estimated $10.5M sold.

NextCapital Advisers first reported a position in IWF in Q1 2018 and held it in 3 quarters. The position peaked at $70.9M in Q2 2018. 1,057 funds tracked by Wall St. Rank hold IWF as of Q4 2018.

  • NextCapital Advisers reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2018 after selling out during the quarter.
  • NextCapital Advisers sold 268,228 iShares Russell 1000 Growth ETF shares in Q4 2018, an estimated $10.5M.
  • NextCapital Advisers first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and held it in 3 quarters.
  • NextCapital Advisers's iShares Russell 1000 Growth ETF position peaked at $70.9M in Q2 2018.
  • 1,057 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2018.

Based on NextCapital Advisers's 13F filing for Q4 2018, filed 14 Jan 2019.