Stanford Investment Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Stanford Investment 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
2017 Q1	–	Sell	-1,440	Closed	-$38K	–	153
2016 Q4	$38K	Hold	1,440	–	–	0.02%	168
2016 Q3	$38K	Hold	1,440	–	–	0.02%	178
2016 Q2	$36K	Hold	1,440	–	–	0.02%	174
2016 Q1	$36K	Buy	+1,440	New	+$34K	0.02%	173

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stanford Investment Group's IWF Position: Q1 2017 in Review

Stanford Investment Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2017, closing a stake of 1,440 shares — an estimated $38K sold.

Stanford Investment Group first reported a position in IWF in Q1 2016 and held it in 4 quarters. The position peaked at $38K in Q4 2016. 783 funds tracked by Wall St. Rank hold IWF as of Q1 2017.

Stanford Investment Group reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 1,440 iShares Russell 1000 Growth ETF shares in Q1 2017, an estimated $38K.
Stanford Investment Group first reported a position in iShares Russell 1000 Growth ETF in Q1 2016 and held it in 4 quarters.
Stanford Investment Group's iShares Russell 1000 Growth ETF position peaked at $38K in Q4 2016.
783 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.