TradeWorx’s iShares Russell 1000 Growth ETF IWF Stock Holding History

TradeWorx’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 Q3	–	Sell	-13,500	Closed	-$245K	–	509
2013 Q2	$245K	Buy	+13,500	New	+$247K	0.11%	325

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

TradeWorx's IWF Position: Q3 2013 in Review

TradeWorx sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2013, closing a stake of 13,500 shares — an estimated $245K sold.

TradeWorx first reported a position in IWF in Q2 2013 and held it in 1 quarter. The position peaked at $245K in Q2 2013. 433 funds tracked by Wall St. Rank hold IWF as of Q3 2013.

TradeWorx reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2013 after selling out during the quarter.
TradeWorx sold 13,500 iShares Russell 1000 Growth ETF shares in Q3 2013, an estimated $245K.
TradeWorx first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and held it in 1 quarter.
TradeWorx's iShares Russell 1000 Growth ETF position peaked at $245K in Q2 2013.
433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2013.

Based on TradeWorx's 13F filing for Q3 2013, filed 15 Nov 2013.