SSW
IWF icon

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
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 $761B 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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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