Ruggie Capital Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Ruggie Capital Group’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
2019 Q1	–	Sell	-916	Closed	-$30K	–	302
2018 Q4	$30K	Buy	+916	New	+$32.3K	0.01%	211
2015 Q4	–	Sell	-1,448	Closed	-$36K	–	88
2015 Q3	$36K	Sell	1,448 -40	-3%	-$984	0.03%	87
2015 Q2	$37K	Buy	+1,488	New	+$37.4K	0.03%	106

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ruggie Capital Group's IWF Position: Q1 2019 in Review

Ruggie Capital Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2019, closing a stake of 916 shares — an estimated $30K sold.

Ruggie Capital Group first reported a position in IWF in Q2 2015 and held it in 3 quarters. The position peaked at $37K in Q2 2015. 1,079 funds tracked by Wall St. Rank hold IWF as of Q1 2019.

Ruggie Capital Group reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2019 after selling out during the quarter.
Ruggie Capital Group sold 916 iShares Russell 1000 Growth ETF shares in Q1 2019, an estimated $30K.
Ruggie Capital Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2015 and held it in 3 quarters.
Ruggie Capital Group's iShares Russell 1000 Growth ETF position peaked at $37K in Q2 2015.
1,079 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.