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Van Leeuwen & Company’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Van Leeuwen & Company’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
Q4 		– Sell
-6,280
Closed -$251K – 79
2019
Q3 		$251K Hold
6,280
– – 0.24% 68
2019
Q2 		$247K Hold
6,280
– – 0.22% 70
2019
Q1 		$238K Hold
6,280
– – 0.22% 70
2018
Q4 		$206K Sell
6,280
-2,800
-31% -$98.7K 0.21% 74
2018
Q3 		$354K Buy
+9,080
New +$344K 0.33% 65

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Van Leeuwen & Company's IWF Position: Q4 2019 in Review

Van Leeuwen & Company sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2019, closing a stake of 6,280 shares — an estimated $251K sold.

Van Leeuwen & Company first reported a position in IWF in Q3 2018 and held it in 5 quarters. The position peaked at $354K in Q3 2018. 1,284 funds tracked by Wall St. Rank hold IWF as of Q4 2019.

  • Van Leeuwen & Company reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2019 after selling out during the quarter.
  • Van Leeuwen & Company sold 6,280 iShares Russell 1000 Growth ETF shares in Q4 2019, an estimated $251K.
  • Van Leeuwen & Company first reported a position in iShares Russell 1000 Growth ETF in Q3 2018 and held it in 5 quarters.
  • Van Leeuwen & Company's iShares Russell 1000 Growth ETF position peaked at $354K in Q3 2018.
  • 1,284 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2019.

Based on Van Leeuwen & Company's 13F filing for Q4 2019, filed 4 Feb 2020.