Smith Shellnut Wilson’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Smith Shellnut Wilson’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 Q2	–	Sell	-22,152	Closed	-$838K	–	133
2019 Q1	$838K	Hold	22,152	–	–	0.66%	33
2018 Q4	$725K	Hold	22,152	–	–	0.78%	30
2018 Q3	$864K	Buy	+22,152	New	+$839K	0.77%	25
2018 Q1	$4.32M	Hold	126,820	–	–	3.71%	5
2017 Q4	$4.27M	Hold	126,820	–	–	3.61%	5
2017 Q3	$3.96M	Buy	126,820 +22,280	+21%	+$682K	3.49%	5
2017 Q2	$2.62M	Hold	104,540	–	–	2.72%	9
2017 Q1	$2.97M	Hold	104,540	–	–	2.74%	7
2016 Q4	$2.74M	Buy	+104,540	New	+$2.71M	2.64%	7

Other funds holding IWF

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Smith Shellnut Wilson's IWF Position: Q2 2019 in Review

Smith Shellnut Wilson sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2019, closing a stake of 22,152 shares — an estimated $838K sold.

Smith Shellnut Wilson first reported a position in IWF in Q4 2016 and held it in 9 quarters. The position peaked at $4.32M in Q1 2018. 1,111 funds tracked by Wall St. Rank hold IWF as of Q2 2019.

Smith Shellnut Wilson reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2019 after selling out during the quarter.
Smith Shellnut Wilson sold 22,152 iShares Russell 1000 Growth ETF shares in Q2 2019, an estimated $838K.
Smith Shellnut Wilson first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and held it in 9 quarters.
Smith Shellnut Wilson's iShares Russell 1000 Growth ETF position peaked at $4.32M in Q1 2018.
1,111 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2019.

Based on Smith Shellnut Wilson's 13F filing for Q2 2019, filed 14 Aug 2019.