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Robertson Stephens Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Robertson Stephens Advisors’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
Q3 		$2.06M Sell
66,000
-18,912
-22% -$579K 1.78% 17
2017
Q2 		$2.53M Sell
84,912
-44
-0.1% -$1.29K 2.27% 15
2017
Q1 		$2.42M Buy
84,956
+104
+0.1% +$2.88K 2.16% 12
2016
Q4 		$2.23M Buy
+84,852
New +$2.2M 1.27% 25

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Robertson Stephens Advisors's IWF Position: Q3 2017 in Review

Robertson Stephens Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 22% in Q3 2017, selling an estimated $579K and leaving 66,000 shares worth $2.06M. The position accounts for 1.78% of the portfolio, ranked #17.

Robertson Stephens Advisors first reported a position in IWF in Q4 2016 and has held it in 4 quarters since. The position peaked at $2.53M in Q2 2017. 816 funds tracked by Wall St. Rank hold IWF as of Q3 2017.

  • Robertson Stephens Advisors held 66,000 shares of iShares Russell 1000 Growth ETF worth $2.06M as of Q3 2017.
  • Robertson Stephens Advisors sold 18,912 iShares Russell 1000 Growth ETF shares in Q3 2017, an estimated $579K.
  • iShares Russell 1000 Growth ETF made up 1.78% of Robertson Stephens Advisors's portfolio in Q3 2017, its #17 holding.
  • Robertson Stephens Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 4 quarters since.
  • Robertson Stephens Advisors's iShares Russell 1000 Growth ETF position peaked at $2.53M in Q2 2017.
  • 816 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.