VV
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Valentine Ventures’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Valentine Ventures’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
2019
Q1 		– Sell
-38,756
Closed -$1.27M – 20
2018
Q4 		$1.27M Buy
+38,756
New +$1.37M 1.58% 19

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Valentine Ventures's IWF Position: Q1 2019 in Review

Valentine Ventures sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2019, closing a stake of 38,756 shares — an estimated $1.27M sold.

Valentine Ventures first reported a position in IWF in Q4 2018 and held it in 1 quarter. The position peaked at $1.27M in Q4 2018. 1,080 funds tracked by Wall St. Rank hold IWF as of Q1 2019.

  • Valentine Ventures reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Valentine Ventures sold 38,756 iShares Russell 1000 Growth ETF shares in Q1 2019, an estimated $1.27M.
  • Valentine Ventures first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and held it in 1 quarter.
  • Valentine Ventures's iShares Russell 1000 Growth ETF position peaked at $1.27M in Q4 2018.
  • 1,080 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2019.

Based on Valentine Ventures's 13F filing for Q1 2019, filed 6 May 2019.