SAG
IWF icon

Sterne Agee Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sterne Agee 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
2013
Q4 		– Sell
-35,552
Closed -$695K – 244
2013
Q3 		$695K Sell
35,552
-8,964
-20% -$172K 0.27% 88
2013
Q2 		$809K Buy
+44,516
New +$815K 0.29% 91

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sterne Agee Group's IWF Position: Q4 2013 in Review

Sterne Agee Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2013, closing a stake of 35,552 shares — an estimated $695K sold.

Sterne Agee Group first reported a position in IWF in Q2 2013 and held it in 2 quarters. The position peaked at $809K in Q2 2013. 502 funds tracked by Wall St. Rank hold IWF as of Q4 2013.

  • Sterne Agee Group reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2013 after selling out during the quarter.
  • Sterne Agee Group sold 35,552 iShares Russell 1000 Growth ETF shares in Q4 2013, an estimated $695K.
  • Sterne Agee Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and held it in 2 quarters.
  • Sterne Agee Group's iShares Russell 1000 Growth ETF position peaked at $809K in Q2 2013.
  • 502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2013.

Based on Sterne Agee Group's 13F filing for Q4 2013, filed 18 Feb 2014.