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 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 22.9% 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

Spectrum Management Group's IWF Position: Q2 2019 in Review

Spectrum Management Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2019, closing a stake of 328 shares — an estimated $12K sold.

Spectrum Management Group first reported a position in IWF in Q4 2013 and held it in 10 quarters. The position peaked at $122K in Q4 2015. 1,111 funds tracked by Wall St. Rank hold IWF as of Q2 2019.

Spectrum Management Group reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2019 after selling out during the quarter.
Spectrum Management Group sold 328 iShares Russell 1000 Growth ETF shares in Q2 2019, an estimated $12K.
Spectrum Management Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and held it in 10 quarters.
Spectrum Management Group's iShares Russell 1000 Growth ETF position peaked at $122K in Q4 2015.
1,111 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2019.

Based on Spectrum Management Group's 13F filing for Q2 2019, filed 2 Aug 2019.