TD Ameritrade Trust’s iShares Russell 1000 Growth ETF IWF Stock Holding History

TD Ameritrade Trust’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
2014 Q4	–	Sell	-80	Closed	-$2K	–	48
2014 Q3	$2K	Buy	80 +4	+5%	+$92	﹤0.01%	44
2014 Q2	$2K	Hold	76	–	–	﹤0.01%	42
2014 Q1	$2K	Hold	76	–	–	﹤0.01%	41
2013 Q4	$2K	Hold	76	–	–	﹤0.01%	41
2013 Q3	$2K	Sell	76 -416,056	-100%	-$7.96M	﹤0.01%	41
2013 Q2	$7.57M	Buy	+416,132	New	+$7.62M	2.33%	15

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

RJA

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

TD Ameritrade Trust's IWF Position: Q4 2014 in Review

TD Ameritrade Trust sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2014, closing a stake of 80 shares — an estimated $2K sold.

TD Ameritrade Trust first reported a position in IWF in Q2 2013 and held it in 6 quarters. The position peaked at $7.57M in Q2 2013. 585 funds tracked by Wall St. Rank hold IWF as of Q4 2014.

TD Ameritrade Trust reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2014 after selling out during the quarter.
TD Ameritrade Trust sold 80 iShares Russell 1000 Growth ETF shares in Q4 2014, an estimated $2K.
TD Ameritrade Trust first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and held it in 6 quarters.
TD Ameritrade Trust's iShares Russell 1000 Growth ETF position peaked at $7.57M in Q2 2013.
585 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2014.

Based on TD Ameritrade Trust's 13F filing for Q4 2014, filed 14 Jan 2015.