South Texas Money Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

South Texas Money Management’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 Q3	$3.99M	Sell	100,000 -384	-0.4%	-$15.4K	0.17%	67
2019 Q2	$3.95M	Buy	100,384 +21,304	+27%	+$824K	0.17%	66
2019 Q1	$2.99M	Buy	79,080 +7,744	+11%	+$278K	0.13%	71
2018 Q4	$2.33M	Buy	71,336 +29,384	+70%	+$1.04M	0.11%	78
2018 Q3	$1.64M	Buy	41,952 +33,884	+420%	+$1.28M	0.07%	100
2018 Q2	$290K	Buy	8,068 +680	+9%	+$24K	0.01%	182
2018 Q1	$251K	Hold	7,388	–	–	0.01%	202
2017 Q4	$249K	Buy	7,388 +804	+12%	+$26.4K	0.01%	189
2017 Q3	$206K	Buy	+6,584	New	+$201K	0.01%	203

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

South Texas Money Management's IWF Position: Q3 2019 in Review

South Texas Money Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.38% in Q3 2019, selling an estimated $15.4K and leaving 100,000 shares worth $3.99M. The position accounts for 0.17% of the portfolio, ranked #67.

South Texas Money Management first reported a position in IWF in Q3 2017 and has held it in 9 quarters since. 1,111 funds tracked by Wall St. Rank hold IWF as of Q3 2019.

South Texas Money Management held 100,000 shares of iShares Russell 1000 Growth ETF worth $3.99M as of Q3 2019.
South Texas Money Management sold 384 iShares Russell 1000 Growth ETF shares in Q3 2019, an estimated $15.4K.
iShares Russell 1000 Growth ETF made up 0.17% of South Texas Money Management's portfolio in Q3 2019, its #67 holding.
South Texas Money Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2017 and has held it in 9 quarters since.
1,111 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2019.

Based on South Texas Money Management's 13F filing for Q3 2019, filed 13 Nov 2019.