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SII Investments’s iShares Russell 1000 Growth ETF IWF Stock Holding History

SII Investments’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
2018
Q1 		– Sell
-141,500
Closed -$4.76M – 169
2017
Q4 		$4.76M Sell
141,500
-157,172
-53% -$5.15M 0.49% 45
2017
Q3 		$9.36M Buy
298,672
+2,740
+0.9% +$83.9K 0.53% 39
2017
Q2 		$8.8M Buy
295,932
+23,824
+9% +$699K 0.54% 36
2017
Q1 		$7.75M Buy
272,108
+5,476
+2% +$152K 0.53% 39
2016
Q4 		$6.99M Buy
266,632
+2,972
+1% +$77.1K 0.52% 42
2016
Q3 		$6.86M Buy
263,660
+72
+0% +$1.87K 0.53% 40
2016
Q2 		$6.61M Buy
263,588
+15,656
+6% +$391K 0.54% 46
2016
Q1 		$6.18M Sell
247,932
-184
-0.1% -$4.35K 0.58% 38
2015
Q4 		$6.17M Buy
248,116
+8,264
+3% +$206K 0.78% 27
2015
Q3 		$5.57M Sell
239,852
-32,352
-12% -$796K 0.64% 35
2015
Q2 		$6.74M Sell
272,204
-9,540
-3% -$240K 0.79% 26
2015
Q1 		$6.97M Sell
281,744
-5,964
-2% -$146K 0.84% 24
2014
Q4 		$6.87M Sell
287,708
-12,920
-4% -$302K 0.91% 21
2014
Q3 		$6.89M Buy
300,628
+16,532
+6% +$379K 0.92% 21
2014
Q2 		$6.46M Buy
284,096
+54,852
+24% +$1.2M 0.93% 21
2014
Q1 		$4.76M Buy
229,244
+82,052
+56% +$1.76M 0.88% 24
2013
Q4 		$3.17M Buy
147,192
+17,004
+13% +$349K 0.57% 44
2013
Q3 		$2.54M Buy
130,188
+50,296
+63% +$963K 0.6% 40
2013
Q2 		$1.46M Buy
+79,892
New +$1.46M 0.31% 86

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SII Investments's IWF Position: Q1 2018 in Review

SII Investments sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2018, closing a stake of 141,500 shares — an estimated $4.76M sold.

SII Investments first reported a position in IWF in Q2 2013 and held it in 19 quarters. The position peaked at $9.36M in Q3 2017. 948 funds tracked by Wall St. Rank hold IWF as of Q1 2018.

  • SII Investments reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2018 after selling out during the quarter.
  • SII Investments sold 141,500 iShares Russell 1000 Growth ETF shares in Q1 2018, an estimated $4.76M.
  • SII Investments first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and held it in 19 quarters.
  • SII Investments's iShares Russell 1000 Growth ETF position peaked at $9.36M in Q3 2017.
  • 948 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2018.

Based on SII Investments's 13F filing for Q1 2018.