SMG
IWF icon

Spectrum Management Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Spectrum Management Group’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
-328
Closed -$12K – 252
2019
Q1 		$12K Buy
+328
New +$11.8K ﹤0.01% 212
2016
Q1 		– Sell
-4,900
Closed -$122K – 257
2015
Q4 		$122K Hold
4,900
– – 0.05% 80
2015
Q3 		$114K Hold
4,900
– – 0.06% 77
2015
Q2 		$121K Hold
4,900
– – 0.04% 44
2015
Q1 		$121K Hold
4,900
– – 0.05% 38
2014
Q4 		$117K Hold
4,900
– – 0.05% 42
2014
Q3 		$112K Hold
4,900
– – 0.07% 41
2014
Q2 		$111K Hold
4,900
– – 0.07% 41
2014
Q1 		$106K Hold
4,900
– – 0.07% 40
2013
Q4 		$105K Buy
+4,900
New +$101K 0.08% 43

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