Telemus Beacon Investment’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Telemus Beacon Investment’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 Q2	$4.08M	Buy	+224,244	New	+$4.11M	4.33%	3

Other funds holding IWF

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Telemus Beacon Investment's IWF Position: Q2 2013 in Review

Telemus Beacon Investment opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2013: 224,244 shares worth $4.08M. The stake represents 4.33% of the portfolio and ranks #3 among its holdings.

422 funds tracked by Wall St. Rank hold IWF as of Q2 2013.

Telemus Beacon Investment held 224,244 shares of iShares Russell 1000 Growth ETF worth $4.08M as of Q2 2013.
iShares Russell 1000 Growth ETF was a new Telemus Beacon Investment position in Q2 2013.
iShares Russell 1000 Growth ETF made up 4.33% of Telemus Beacon Investment's portfolio in Q2 2013, its #3 holding.
422 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2013.

Based on Telemus Beacon Investment's 13F filing for Q2 2013, filed 14 Aug 2013.