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Spectrum Financial Alliance’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Spectrum Financial Alliance’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
Q1 		– Sell
-600
Closed -$19K – 56
2018
Q4 		$19K Hold
600
– – 0.01% 45
2018
Q3 		$23K Hold
600
– – 0.01% 47
2018
Q2 		$21K Hold
600
– – 0.01% 49
2018
Q1 		$20K Buy
+600
New +$21K 0.01% 49

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Spectrum Financial Alliance's IWF Position: Q1 2019 in Review

Spectrum Financial Alliance sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2019, closing a stake of 600 shares — an estimated $19K sold.

Spectrum Financial Alliance first reported a position in IWF in Q1 2018 and held it in 4 quarters. The position peaked at $23K in Q3 2018. 1,079 funds tracked by Wall St. Rank hold IWF as of Q1 2019.

  • Spectrum Financial Alliance reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Spectrum Financial Alliance sold 600 iShares Russell 1000 Growth ETF shares in Q1 2019, an estimated $19K.
  • Spectrum Financial Alliance first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and held it in 4 quarters.
  • Spectrum Financial Alliance's iShares Russell 1000 Growth ETF position peaked at $23K in Q3 2018.
  • 1,079 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2019.

Based on Spectrum Financial Alliance's 13F filing for Q1 2019, filed 14 May 2019.