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Secrest Blakey & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Secrest Blakey & Associates’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
Q4 		– Sell
-2,604
Closed -$104K – 91
2019
Q3 		$104K Hold
2,604
– – 0.09% 105
2019
Q2 		$102K Hold
2,604
– – 0.09% 100
2019
Q1 		$99K Buy
+2,604
New +$93.6K 0.1% 96

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Secrest Blakey & Associates's IWF Position: Q4 2019 in Review

Secrest Blakey & Associates sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2019, closing a stake of 2,604 shares — an estimated $104K sold.

Secrest Blakey & Associates first reported a position in IWF in Q1 2019 and held it in 3 quarters. The position peaked at $104K in Q3 2019. 1,284 funds tracked by Wall St. Rank hold IWF as of Q4 2019.

  • Secrest Blakey & Associates reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2019 after selling out during the quarter.
  • Secrest Blakey & Associates sold 2,604 iShares Russell 1000 Growth ETF shares in Q4 2019, an estimated $104K.
  • Secrest Blakey & Associates first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and held it in 3 quarters.
  • Secrest Blakey & Associates's iShares Russell 1000 Growth ETF position peaked at $104K in Q3 2019.
  • 1,284 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2019.

Based on Secrest Blakey & Associates's 13F filing for Q4 2019, filed 5 Feb 2020.