Ronald Blue & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Ronald Blue & Co’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 Q2	$1.23M	Sell	41,356 -712	-2%	-$20.9K	0.04%	63
2017 Q1	$1.2M	Buy	42,068 +796	+2%	+$22.1K	0.04%	68
2016 Q4	$1.08M	Hold	41,272	–	–	0.04%	70
2016 Q3	$1.07M	Hold	41,272	–	–	0.04%	62
2016 Q2	$1.04M	Hold	41,272	–	–	0.05%	65
2016 Q1	$1.03M	Hold	41,272	–	–	0.06%	58
2015 Q4	$1.03M	Sell	41,272 -22,384	-35%	-$558K	0.05%	56
2015 Q3	$1.48M	Sell	63,656 -4,776	-7%	-$118K	0.08%	52
2015 Q2	$1.69M	Hold	68,432	–	–	0.08%	46
2015 Q1	$1.69M	Buy	68,432 +3,120	+5%	+$76.2K	0.08%	48
2014 Q4	$1.56M	Buy	65,312 +984	+2%	+$23K	0.08%	57
2014 Q3	$1.47M	Buy	64,328 +120	+0.2%	+$2.75K	0.1%	51
2014 Q2	$1.46M	Buy	64,208 +4,796	+8%	+$105K	0.09%	54
2014 Q1	$1.28M	Buy	59,412 +1,500	+3%	+$32.2K	0.09%	59
2013 Q4	$1.24M	Sell	57,912 -516	-0.9%	-$10.6K	0.09%	68
2013 Q3	$1.14M	Sell	58,428 -3,972	-6%	-$76K	0.09%	60
2013 Q2	$1.14M	Buy	+62,400	New	+$1.14M	0.09%	38

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Ronald Blue & Co's IWF Position: Q2 2017 in Review

Ronald Blue & Co reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.7% in Q2 2017, selling an estimated $20.9K and leaving 41,356 shares worth $1.23M. The position accounts for 0.04% of the portfolio, ranked #63.

Ronald Blue & Co first reported a position in IWF in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.69M in Q2 2015. 800 funds tracked by Wall St. Rank hold IWF as of Q2 2017.

Ronald Blue & Co held 41,356 shares of iShares Russell 1000 Growth ETF worth $1.23M as of Q2 2017.
Ronald Blue & Co sold 712 iShares Russell 1000 Growth ETF shares in Q2 2017, an estimated $20.9K.
iShares Russell 1000 Growth ETF made up 0.04% of Ronald Blue & Co's portfolio in Q2 2017, its #63 holding.
Ronald Blue & Co first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 17 quarters since.
Ronald Blue & Co's iShares Russell 1000 Growth ETF position peaked at $1.69M in Q2 2015.
800 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.