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Simply Money Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Simply Money 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
Q3 		– Sell
-280
Closed -$5K – 239
2013
Q2 		$5K Buy
+280
New +$5.13K ﹤0.01% 252

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Simply Money Advisors's IWF Position: Q3 2013 in Review

Simply Money Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2013, closing a stake of 280 shares — an estimated $5K sold.

Simply Money Advisors first reported a position in IWF in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 433 funds tracked by Wall St. Rank hold IWF as of Q3 2013.

  • Simply Money Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 280 iShares Russell 1000 Growth ETF shares in Q3 2013, an estimated $5K.
  • Simply Money Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's iShares Russell 1000 Growth ETF position peaked at $5K in Q2 2013.
  • 433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.