Placemark Investments’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Placemark Investments’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
2014 Q4	$28.3M	Buy	1,183,268 +244,068	+26%	+$5.71M	0.5%	27
2014 Q3	$21.5M	Buy	939,200 +28,852	+3%	+$661K	0.4%	43
2014 Q2	$20.7M	Buy	910,348 +55,192	+6%	+$1.21M	0.37%	50
2014 Q1	$18.5M	Buy	855,156 +1,528	+0.2%	+$32.8K	0.35%	42
2013 Q4	$18.3M	Buy	853,628 +124,108	+17%	+$2.55M	0.3%	67
2013 Q3	$14.3M	Sell	729,520 -16,036	-2%	-$307K	0.27%	76
2013 Q2	$13.6M	Buy	+745,556	New	+$13.7M	0.29%	78

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Placemark Investments's IWF Position: Q4 2014 in Review

Placemark Investments increased its iShares Russell 1000 Growth ETF (IWF) stake by 26% in Q4 2014, buying an estimated $5.71M and bringing the position to 1,183,268 shares worth $28.3M. The position accounts for 0.5% of the portfolio, ranked #27.

Placemark Investments first reported a position in IWF in Q2 2013 and has held it in 7 quarters since. 583 funds tracked by Wall St. Rank hold IWF as of Q4 2014.

Placemark Investments held 1,183,268 shares of iShares Russell 1000 Growth ETF worth $28.3M as of Q4 2014.
Placemark Investments bought 244,068 iShares Russell 1000 Growth ETF shares in Q4 2014, an estimated $5.71M.
iShares Russell 1000 Growth ETF made up 0.5% of Placemark Investments's portfolio in Q4 2014, its #27 holding.
Placemark Investments first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 7 quarters since.
583 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.