RFS
IWF icon

Rockefeller Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Rockefeller Financial Services’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
Q4 		– Sell
-12,000
Closed -$235K – 518
2013
Q3 		$235K Hold
12,000
– – 0.01% 318
2013
Q2 		$218K Buy
+12,000
New +$220K 0.01% 319

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Rockefeller Financial Services's IWF Position: Q4 2013 in Review

Rockefeller Financial Services sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2013, closing a stake of 12,000 shares — an estimated $235K sold.

Rockefeller Financial Services first reported a position in IWF in Q2 2013 and held it in 2 quarters. The position peaked at $235K in Q3 2013. 502 funds tracked by Wall St. Rank hold IWF as of Q4 2013.

  • Rockefeller Financial Services reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2013 after selling out during the quarter.
  • Rockefeller Financial Services sold 12,000 iShares Russell 1000 Growth ETF shares in Q4 2013, an estimated $235K.
  • Rockefeller Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and held it in 2 quarters.
  • Rockefeller Financial Services's iShares Russell 1000 Growth ETF position peaked at $235K in Q3 2013.
  • 502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2013.

Based on Rockefeller Financial Services's 13F filing for Q4 2013, filed 3 Feb 2014.