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Sentinel Trust’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sentinel Trust’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
2014
Q3 		– Sell
-9,800
Closed -$223K – 153
2014
Q2 		$223K Buy
+9,800
New +$215K 0.06% 135

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Sentinel Trust's IWF Position: Q3 2014 in Review

Sentinel Trust sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2014, closing a stake of 9,800 shares — an estimated $223K sold.

Sentinel Trust first reported a position in IWF in Q2 2014 and held it in 1 quarter. The position peaked at $223K in Q2 2014. 505 funds tracked by Wall St. Rank hold IWF as of Q3 2014.

  • Sentinel Trust reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2014 after selling out during the quarter.
  • Sentinel Trust sold 9,800 iShares Russell 1000 Growth ETF shares in Q3 2014, an estimated $223K.
  • Sentinel Trust first reported a position in iShares Russell 1000 Growth ETF in Q2 2014 and held it in 1 quarter.
  • Sentinel Trust's iShares Russell 1000 Growth ETF position peaked at $223K in Q2 2014.
  • 505 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2014.

Based on Sentinel Trust's 13F filing for Q3 2014, filed 6 Nov 2014.