RW
IWF icon

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

Rand Wealth’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
Q3 		$1.25M Sell
31,936
-2,048
-6% -$77.6K 0.14% 142
2018
Q2 		$1.22M Sell
33,984
-204
-0.6% -$7.2K 0.14% 139
2018
Q1 		$1.16M Hold
34,188
– – 0.13% 136
2017
Q4 		$1.15M Hold
34,188
– – 0.13% 136
2017
Q3 		$1.07M Hold
34,188
– – 0.12% 134
2017
Q2 		$1.02M Buy
34,188
+1,820
+6% +$53.4K 0.14% 132
2017
Q1 		$921K Buy
32,368
+528
+2% +$14.6K 0.11% 150
2016
Q4 		$835K Buy
31,840
+1,136
+4% +$29.5K 0.11% 152
2016
Q3 		$800K Buy
30,704
+40
+0.1% +$1.04K 0.1% 150
2016
Q2 		$769K Buy
30,664
+40
+0.1% +$999 0.1% 153
2016
Q1 		$764K Buy
30,624
+196
+0.6% +$4.63K 0.11% 151
2015
Q4 		$757K Buy
30,428
+44
+0.1% +$1.1K 0.11% 148
2015
Q3 		$706K Buy
30,384
+12,272
+68% +$302K 0.1% 153
2015
Q2 		$448K Buy
18,112
+224
+1% +$5.63K 0.06% 173
2015
Q1 		$442K Sell
17,888
-672
-4% -$16.4K 0.06% 172
2014
Q4 		$448K Buy
18,560
+1,112
+6% +$26K 0.06% 172
2014
Q3 		$400K Sell
17,448
-3,160
-15% -$72.4K 0.06% 159
2014
Q2 		$468K Buy
20,608
+8,124
+65% +$178K 0.07% 147
2014
Q1 		$270K Buy
12,484
+20
+0.2% +$429 0.05% 172
2013
Q4 		$268K Sell
12,464
-2,956
-19% -$60.6K 0.05% 171
2013
Q3 		$301K Buy
15,420
+1,044
+7% +$20K 0.06% 165
2013
Q2 		$261K Buy
+14,376
New +$263K 0.06% 165

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Rand Wealth's IWF Position: Q3 2018 in Review

Rand Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 6% in Q3 2018, selling an estimated $77.6K and leaving 31,936 shares worth $1.25M. The position accounts for 0.14% of the portfolio, ranked #142.

Rand Wealth first reported a position in IWF in Q2 2013 and has held it in 22 quarters since. 989 funds tracked by Wall St. Rank hold IWF as of Q3 2018.

  • Rand Wealth held 31,936 shares of iShares Russell 1000 Growth ETF worth $1.25M as of Q3 2018.
  • Rand Wealth sold 2,048 iShares Russell 1000 Growth ETF shares in Q3 2018, an estimated $77.6K.
  • iShares Russell 1000 Growth ETF made up 0.14% of Rand Wealth's portfolio in Q3 2018, its #142 holding.
  • Rand Wealth first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 22 quarters since.
  • 989 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2018.

Based on Rand Wealth's 13F filing for Q3 2018, filed 13 Nov 2018.