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

Threshold 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
2017 Q3	–	Sell	-7,440	Closed	-$221K	–	45
2017 Q2	$221K	Buy	+7,440	New	+$218K	0.2%	39
2017 Q1	–	Sell	-37,888	Closed	-$994K	–	37
2016 Q4	$994K	Sell	37,888 -50,440	-57%	-$1.31M	0.87%	20
2016 Q3	$2.3M	Sell	88,328 -27,888	-24%	-$725K	2.23%	16
2016 Q2	$2.92M	Sell	116,216 -4,280	-4%	-$107K	2.91%	11
2016 Q1	$3.01M	Buy	120,496 +26,780	+29%	+$633K	4.16%	11
2015 Q4	$2.33M	Buy	+93,716	New	+$2.34M	3.08%	12

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

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

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Threshold Group's IWF Position: Q3 2017 in Review

Threshold Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2017, closing a stake of 7,440 shares — an estimated $221K sold.

Threshold Group first reported a position in IWF in Q4 2015 and held it in 6 quarters. The position peaked at $3.01M in Q1 2016. 817 funds tracked by Wall St. Rank hold IWF as of Q3 2017.

Threshold Group reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2017 after selling out during the quarter.
Threshold Group sold 7,440 iShares Russell 1000 Growth ETF shares in Q3 2017, an estimated $221K.
Threshold Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and held it in 6 quarters.
Threshold Group's iShares Russell 1000 Growth ETF position peaked at $3.01M in Q1 2016.
817 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2017.

Based on Threshold Group's 13F filing for Q3 2017, filed 14 Nov 2017.