Rushmore Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Rushmore Investment 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
2013 Q2	$27.4M	Buy	+1,506,400	New	+$27.6M	5.58%	2

Other funds holding IWF

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Rushmore Investment Advisors's IWF Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2013: 1,506,400 shares worth $27.4M. The stake represents 5.58% of the portfolio and ranks #2 among its holdings.

422 funds tracked by Wall St. Rank hold IWF as of Q2 2013.

Rushmore Investment Advisors held 1,506,400 shares of iShares Russell 1000 Growth ETF worth $27.4M as of Q2 2013.
iShares Russell 1000 Growth ETF was a new Rushmore Investment Advisors position in Q2 2013.
iShares Russell 1000 Growth ETF made up 5.58% of Rushmore Investment Advisors's portfolio in Q2 2013, its #2 holding.
422 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.