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Turner Investments’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Turner Investments’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
-2,000
Closed -$36K – 633
2013
Q2 		$36K Buy
+2,000
New +$36.6K ﹤0.01% 643

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Turner Investments's IWF Position: Q3 2013 in Review

Turner Investments sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2013, closing a stake of 2,000 shares — an estimated $36K sold.

Turner Investments first reported a position in IWF in Q2 2013 and held it in 1 quarter. The position peaked at $36K in Q2 2013. 433 funds tracked by Wall St. Rank hold IWF as of Q3 2013.

  • Turner Investments reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2013 after selling out during the quarter.
  • Turner Investments sold 2,000 iShares Russell 1000 Growth ETF shares in Q3 2013, an estimated $36K.
  • Turner Investments first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and held it in 1 quarter.
  • Turner Investments's iShares Russell 1000 Growth ETF position peaked at $36K in Q2 2013.
  • 433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2013.

Based on Turner Investments's 13F filing for Q3 2013, filed 12 Nov 2013.