Stratford Consulting’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Stratford Consulting’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
2020 Q1	$235K	Hold	6,228	–	–	0.11%	50
2019 Q4	$274K	Hold	6,228	–	–	0.09%	50
2019 Q3	$249K	Hold	6,228	–	–	0.09%	51
2019 Q2	$245K	Hold	6,228	–	–	0.09%	47
2019 Q1	$236K	Hold	6,228	–	–	0.08%	48
2018 Q4	$204K	Hold	6,228	–	–	0.08%	51
2018 Q3	$243K	Sell	6,228 -4,080	-40%	-$155K	0.09%	44
2018 Q2	$371K	Hold	10,308	–	–	0.14%	38
2018 Q1	$351K	Hold	10,308	–	–	0.13%	37
2017 Q4	$347K	Hold	10,308	–	–	0.12%	40
2017 Q3	$322K	Hold	10,308	–	–	0.12%	40
2017 Q2	$307K	Hold	10,308	–	–	0.13%	34
2017 Q1	$293K	Hold	10,308	–	–	0.12%	43
2016 Q4	$270K	Hold	10,308	–	–	0.12%	45
2016 Q3	$268K	Hold	10,308	–	–	0.12%	43
2016 Q2	$259K	Hold	10,308	–	–	0.12%	44
2016 Q1	$257K	Hold	10,308	–	–	0.12%	46
2015 Q4	$256K	Hold	10,308	–	–	0.13%	49
2015 Q3	$240K	Hold	10,308	–	–	0.13%	47
2015 Q2	$255K	Hold	10,308	–	–	0.13%	48
2015 Q1	$255K	Hold	10,308	–	–	0.13%	47
2014 Q4	$246K	Hold	10,308	–	–	0.13%	47
2014 Q3	$236K	Hold	10,308	–	–	0.13%	48
2014 Q2	$234K	Hold	10,308	–	–	0.12%	53
2014 Q1	$223K	Hold	10,308	–	–	0.12%	51
2013 Q4	$221K	Hold	10,308	–	–	0.13%	48
2013 Q3	$202K	Buy	+10,308	New	+$197K	0.12%	46

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

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

Stratford Consulting's IWF Position: Q1 2020 in Review

Stratford Consulting held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2020 at 6,228 shares worth $235K. The position accounts for 0.11% of the portfolio, ranked #50.

Stratford Consulting first reported a position in IWF in Q3 2013 and has held it in 27 quarters since. The position peaked at $371K in Q2 2018. 1,217 funds tracked by Wall St. Rank hold IWF as of Q1 2020.

Stratford Consulting held 6,228 shares of iShares Russell 1000 Growth ETF worth $235K as of Q1 2020.
Stratford Consulting left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2020.
iShares Russell 1000 Growth ETF made up 0.11% of Stratford Consulting's portfolio in Q1 2020, its #50 holding.
Stratford Consulting first reported a position in iShares Russell 1000 Growth ETF in Q3 2013 and has held it in 27 quarters since.
Stratford Consulting's iShares Russell 1000 Growth ETF position peaked at $371K in Q2 2018.
1,217 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.