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R & A Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

R & A Capital 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
2013
Q3 		$5.5M Hold
281,160
– – 25.07% 1
2013
Q2 		$5.11M Buy
+281,160
New +$5.15M 24.78% 1

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

R & A Capital Management's IWF Position: Q3 2013 in Review

R & A Capital Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2013 at 281,160 shares worth $5.5M. The position accounts for 25.07% of the portfolio, ranked #1.

R & A Capital Management first reported a position in IWF in Q2 2013 and has held it in 2 quarters since. 433 funds tracked by Wall St. Rank hold IWF as of Q3 2013.

  • R & A Capital Management held 281,160 shares of iShares Russell 1000 Growth ETF worth $5.5M as of Q3 2013.
  • R & A Capital Management left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2013.
  • iShares Russell 1000 Growth ETF made up 25.07% of R & A Capital Management's portfolio in Q3 2013, its #1 holding.
  • R & A Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 2 quarters since.
  • 433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2013.

Based on R & A Capital Management's 13F filing for Q3 2013, filed 18 Oct 2013.