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PAS
Partnervest Advisory Services’s
iShares Russell 1000 Growth ETF
IWF
Stock Holding History
Partnervest Advisory Services’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
2019
Q1
–
Sell
-171,204
Closed
-$5.6M
–
263
2018
Q4
$5.6M
Buy
171,204
+68,256
+66%
+$2.41M
2.71%
4
2018
Q3
$4.01M
Sell
102,948
-9,648
-9%
-$365K
1.6%
9
2018
Q2
$4.05M
Buy
112,596
+1,156
+1%
+$40.8K
1.87%
7
2018
Q1
$3.79M
Sell
111,440
-124
-0.1%
-$4.35K
1.81%
6
2017
Q4
$3.76M
Sell
111,564
-20,800
-16%
-$682K
1.83%
7
2017
Q3
$4.14M
Sell
132,364
-4,280
-3%
-$131K
2.02%
5
2017
Q2
$4.07M
Sell
136,644
-5,676
-4%
-$167K
1.84%
7
2017
Q1
$4.05M
Buy
142,320
+2,464
+2%
+$68.3K
1.83%
8
2016
Q4
$3.67M
Sell
139,856
-4,164
-3%
-$108K
1.7%
7
2016
Q3
$3.75M
Buy
144,020
+5,836
+4%
+$152K
1.77%
6
2016
Q2
$3.47M
Buy
138,184
+2,404
+2%
+$60K
1.72%
8
2016
Q1
$3.39M
Buy
135,780
+5,496
+4%
+$130K
1.89%
7
2015
Q4
$3.24M
Buy
+130,284
New
+$3.25M
1.8%
7
2014
Q4
–
Sell
-10,348
Closed
-$237K
–
170
2014
Q3
$237K
Hold
10,348
–
–
0.12%
130
2014
Q2
$235K
Sell
10,348
-784
-7%
-$17.2K
0.11%
134
2014
Q1
$241K
Buy
11,132
+2,308
+26%
+$49.5K
0.11%
129
2013
Q4
$190K
Buy
8,824
+3,564
+68%
+$73.1K
0.09%
153
2013
Q3
$103K
Buy
5,260
+3,400
+183%
+$65.1K
0.05%
187
2013
Q2
$34K
Buy
+1,860
New
+$34.1K
0.02%
308
Other funds holding IWF
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
M&T Bank
Buffalo, New York
$29.2B AUM
22.81%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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