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Parasol Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Parasol Investment 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
2017
Q1 		– Sell
-79,920
Closed -$2.1M – 117
2016
Q4 		$2.1M Sell
79,920
-85,716
-52% -$2.22M 2.2% 16
2016
Q3 		$4.31M Sell
165,636
-2,316
-1% -$60.2K 4.49% 6
2016
Q2 		$4.21M Sell
167,952
-91,152
-35% -$2.28M 4.39% 7
2016
Q1 		$6.46M Sell
259,104
-45,564
-15% -$1.08M 6.3% 5
2015
Q4 		$7.58M Sell
304,668
-56,648
-16% -$1.41M 7.27% 3
2015
Q3 		$8.4M Sell
361,316
-16,632
-4% -$409K 7.57% 3
2015
Q2 		$9.36M Sell
377,948
-13,460
-3% -$339K 6.28% 2
2015
Q1 		$9.68M Buy
391,408
+40
+0% +$977 6.09% 3
2014
Q4 		$9.36M Sell
391,368
-1,060
-0.3% -$24.8K 6.48% 5
2014
Q3 		$8.99M Sell
392,428
-14,920
-4% -$342K 6.24% 5
2014
Q2 		$9.26M Sell
407,348
-24,492
-6% -$537K 6.35% 7
2014
Q1 		$9.34M Buy
431,840
+298,620
+224% +$6.41M 6.64% 10
2013
Q4 		$2.86M Buy
+133,220
New +$2.73M 1.92% 11

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 $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Parasol Investment Management's IWF Position: Q1 2017 in Review

Parasol Investment Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2017, closing a stake of 79,920 shares — an estimated $2.1M sold.

Parasol Investment Management first reported a position in IWF in Q4 2013 and held it in 13 quarters. The position peaked at $9.68M in Q1 2015. 782 funds tracked by Wall St. Rank hold IWF as of Q1 2017.

  • Parasol Investment Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2017 after selling out during the quarter.
  • Parasol Investment Management sold 79,920 iShares Russell 1000 Growth ETF shares in Q1 2017, an estimated $2.1M.
  • Parasol Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and held it in 13 quarters.
  • Parasol Investment Management's iShares Russell 1000 Growth ETF position peaked at $9.68M in Q1 2015.
  • 782 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.