Strategic Capital Alternatives’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Strategic Capital Alternatives’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
2016 Q1	$326K	Buy	+13,052	New	+$308K	5.17%	11
2015 Q3	$12K	Hold	496	–	–	﹤0.01%	261
2015 Q2	$12K	Buy	+496	New	+$12.5K	﹤0.01%	435
2014 Q4	–	Sell	-496	Closed	-$11K	–	216
2014 Q3	$11K	Buy	+496	New	+$11.4K	﹤0.01%	398

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Strategic Capital Alternatives's IWF Position: Q1 2016 in Review

Strategic Capital Alternatives opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q1 2016: 13,052 shares worth $326K. The stake represents 5.17% of the portfolio and ranks #11 among its holdings. This is a return to the name: Strategic Capital Alternatives previously reported a position in IWF as recently as Q3 2015.

Strategic Capital Alternatives first reported a position in IWF in Q3 2014 and has held it in 4 quarters since. 663 funds tracked by Wall St. Rank hold IWF as of Q1 2016.

Strategic Capital Alternatives held 13,052 shares of iShares Russell 1000 Growth ETF worth $326K as of Q1 2016.
iShares Russell 1000 Growth ETF was a new Strategic Capital Alternatives position in Q1 2016.
iShares Russell 1000 Growth ETF made up 5.17% of Strategic Capital Alternatives's portfolio in Q1 2016, its #11 holding.
Strategic Capital Alternatives first reported a position in iShares Russell 1000 Growth ETF in Q3 2014 and has held it in 4 quarters since.
663 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2016.

Based on Strategic Capital Alternatives's 13F filing for Q1 2016, filed 17 May 2016.