NAM
IWF icon

North American Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

North American Management’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
2015
Q3 		– Sell
-17,008
Closed -$421K – 159
2015
Q2 		$421K Hold
17,008
– – 0.07% 91
2015
Q1 		$421K Sell
17,008
-208
-1% -$5.08K 0.07% 97
2014
Q4 		$412K Sell
17,216
-2,240
-12% -$52.4K 0.06% 104
2014
Q3 		$446K Hold
19,456
– – 0.07% 105
2014
Q2 		$442K Buy
19,456
+2,260
+13% +$49.6K 0.07% 106
2014
Q1 		$372K Buy
17,196
+1,356
+9% +$29.1K 0.06% 113
2013
Q4 		$340K Buy
+15,840
New +$325K 0.06% 109

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 $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
SB
Suntrust Banks Atlanta, Georgia $19.1B AUM 0.83% 1-Year Est. Return