SteelBridge Private Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

SteelBridge Private Wealth Advisors’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
2018 Q1	$284K	Buy	8,340 +436	+6%	+$15.3K	2.46%	17
2017 Q4	$266K	Buy	7,904 +1,216	+18%	+$39.9K	2.24%	19
2017 Q3	$209K	Sell	6,688 -11,836	-64%	-$362K	2%	28
2017 Q2	$551K	Buy	18,524 +172	+0.9%	+$5.05K	0.77%	29
2017 Q1	$522K	Buy	18,352 +1,768	+11%	+$49K	0.79%	28
2016 Q4	$449K	Buy	+16,584	New	+$430K	0.71%	32

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SteelBridge Private Wealth Advisors's IWF Position: Q1 2018 in Review

SteelBridge Private Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 5.5% in Q1 2018, buying an estimated $15.3K and bringing the position to 8,340 shares worth $284K. The position accounts for 2.46% of the portfolio, ranked #17.

SteelBridge Private Wealth Advisors first reported a position in IWF in Q4 2016 and has held it in 6 quarters since. The position peaked at $551K in Q2 2017. 949 funds tracked by Wall St. Rank hold IWF as of Q1 2018.

SteelBridge Private Wealth Advisors held 8,340 shares of iShares Russell 1000 Growth ETF worth $284K as of Q1 2018.
SteelBridge Private Wealth Advisors bought 436 iShares Russell 1000 Growth ETF shares in Q1 2018, an estimated $15.3K.
iShares Russell 1000 Growth ETF made up 2.46% of SteelBridge Private Wealth Advisors's portfolio in Q1 2018, its #17 holding.
SteelBridge Private Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 6 quarters since.
SteelBridge Private Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $551K in Q2 2017.
949 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2018.

Based on SteelBridge Private Wealth Advisors's 13F filing for Q1 2018, filed 11 May 2018.