Patriot Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Patriot Wealth 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
2018 Q4	$1.2M	Hold	36,516	–	–	0.17%	63
2018 Q3	$1.42M	Hold	36,516	–	–	0.18%	64
2018 Q2	$1.31M	Hold	36,516	–	–	0.18%	63
2018 Q1	$1.24M	Hold	36,516	–	–	0.18%	69
2017 Q4	$1.23M	Hold	36,516	–	–	0.17%	71
2017 Q3	$1.14M	Sell	36,516 -4,692	-11%	-$144K	0.19%	66
2017 Q2	$1.23M	Buy	+41,208	New	+$1.21M	0.21%	67

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Patriot Wealth Management's IWF Position: Q4 2018 in Review

Patriot Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q4 2018 at 36,516 shares worth $1.2M. The position accounts for 0.17% of the portfolio, ranked #63.

Patriot Wealth Management first reported a position in IWF in Q2 2017 and has held it in 7 quarters since. The position peaked at $1.42M in Q3 2018. 1,058 funds tracked by Wall St. Rank hold IWF as of Q4 2018.

Patriot Wealth Management held 36,516 shares of iShares Russell 1000 Growth ETF worth $1.2M as of Q4 2018.
Patriot Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q4 2018.
iShares Russell 1000 Growth ETF made up 0.17% of Patriot Wealth Management's portfolio in Q4 2018, its #63 holding.
Patriot Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2017 and has held it in 7 quarters since.
Patriot Wealth Management's iShares Russell 1000 Growth ETF position peaked at $1.42M in Q3 2018.
1,058 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.