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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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. 816 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.
  • 816 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.