Portfolio Strategies (Washington)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Portfolio Strategies (Washington)’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 Q4	$65K	Buy	+1,920	New	+$62.9K	0.13%	30
2017 Q3	–	Sell	-59,144	Closed	-$1.76M	–	67
2017 Q2	$1.76M	Sell	59,144 -13,240	-18%	-$389K	2.49%	18
2017 Q1	$2.06M	Buy	+72,384	New	+$2.01M	2.59%	10
2014 Q4	$5.13M	Buy	214,852 +195,548	+1,013%	+$4.57M	6.29%	6
2014 Q3	$442K	Buy	19,304 +12	+0.1%	+$275	0.5%	33
2014 Q2	$438K	Sell	19,292 -304	-2%	-$6.67K	0.49%	40
2014 Q1	$424K	Sell	19,596 -280,332	-93%	-$6.02M	0.48%	36
2013 Q4	$6.44M	Buy	+299,928	New	+$6.15M	8.33%	1

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 $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Portfolio Strategies (Washington)'s IWF Position: Q4 2017 in Review

Portfolio Strategies (Washington) opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q4 2017: 1,920 shares worth $65K. The stake represents 0.13% of the portfolio and ranks #30 among its holdings. This is a return to the name: Portfolio Strategies (Washington) previously reported a position in IWF as recently as Q2 2017.

Portfolio Strategies (Washington) first reported a position in IWF in Q4 2013 and has held it in 8 quarters since. The position peaked at $6.44M in Q4 2013. 950 funds tracked by Wall St. Rank hold IWF as of Q4 2017.

Portfolio Strategies (Washington) held 1,920 shares of iShares Russell 1000 Growth ETF worth $65K as of Q4 2017.
iShares Russell 1000 Growth ETF was a new Portfolio Strategies (Washington) position in Q4 2017.
iShares Russell 1000 Growth ETF made up 0.13% of Portfolio Strategies (Washington)'s portfolio in Q4 2017, its #30 holding.
Portfolio Strategies (Washington) first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and has held it in 8 quarters since.
Portfolio Strategies (Washington)'s iShares Russell 1000 Growth ETF position peaked at $6.44M in Q4 2013.
950 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2017, filed 13 Feb 2018.