Steinberg Global Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Steinberg Global Asset Management’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	$674K	Buy	17,824 +392	+2%	+$14.1K	0.11%	164
2018 Q4	$570K	Hold	17,432	–	–	0.1%	159
2018 Q3	$680K	Hold	17,432	–	–	0.1%	166
2018 Q2	$627K	Hold	17,432	–	–	0.09%	162
2018 Q1	$593K	Sell	17,432 -1,284	-7%	-$45K	0.09%	167
2017 Q4	$630K	Buy	18,716 +6,872	+58%	+$225K	0.09%	163
2017 Q3	$370K	Hold	11,844	–	–	0.05%	195
2017 Q2	$352K	Hold	11,844	–	–	0.05%	202
2017 Q1	$337K	Hold	11,844	–	–	0.05%	193
2016 Q4	$311K	Hold	11,844	–	–	0.05%	189
2016 Q3	$308K	Hold	11,844	–	–	0.05%	181
2016 Q2	$297K	Hold	11,844	–	–	0.05%	182
2016 Q1	$295K	Buy	+11,844	New	+$280K	0.06%	179

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Steinberg Global Asset Management's IWF Position: Q1 2019 in Review

Steinberg Global Asset Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.2% in Q1 2019, buying an estimated $14.1K and bringing the position to 17,824 shares worth $674K. The position accounts for 0.11% of the portfolio, ranked #164.

Steinberg Global Asset Management first reported a position in IWF in Q1 2016 and has held it in 13 quarters since. The position peaked at $680K in Q3 2018. 1,079 funds tracked by Wall St. Rank hold IWF as of Q1 2019.

Steinberg Global Asset Management held 17,824 shares of iShares Russell 1000 Growth ETF worth $674K as of Q1 2019.
Steinberg Global Asset Management bought 392 iShares Russell 1000 Growth ETF shares in Q1 2019, an estimated $14.1K.
iShares Russell 1000 Growth ETF made up 0.11% of Steinberg Global Asset Management's portfolio in Q1 2019, its #164 holding.
Steinberg Global Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2016 and has held it in 13 quarters since.
Steinberg Global Asset Management's iShares Russell 1000 Growth ETF position peaked at $680K in Q3 2018.
1,079 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2019.

Based on Steinberg Global Asset Management's 13F filing for Q1 2019, filed 15 Apr 2019.