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Vantage Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Vantage Investment Advisors’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
2018
Q3 		$479K Sell
12,292
-10,444
-46% -$395K 0.1% 99
2018
Q2 		$817K Buy
22,736
+192
+0.9% +$6.78K 0.2% 65
2018
Q1 		$767K Sell
22,544
-712
-3% -$25K 0.19% 66
2017
Q4 		$783K Buy
23,256
+2,088
+10% +$68.4K 0.18% 71
2017
Q3 		$662K Buy
21,168
+204
+1% +$6.24K 0.17% 74
2017
Q2 		$624K Buy
20,964
+332
+2% +$9.75K 0.18% 75
2017
Q1 		$587K Sell
20,632
-292
-1% -$8.1K 0.19% 73
2016
Q4 		$549K Sell
20,924
-4
-0% -$104 0.22% 71
2016
Q3 		$545K Sell
20,928
-22,824
-52% -$593K 0.24% 66
2016
Q2 		$1.1M Buy
43,752
+20
+0% +$499 0.46% 52
2016
Q1 		$1.09M Sell
43,732
-2,904
-6% -$68.6K 0.48% 50
2015
Q4 		$1.16M Buy
46,636
+2,580
+6% +$64.4K 0.58% 45
2015
Q3 		$1.02M Sell
44,056
-288
-0.6% -$7.09K 0.58% 43
2015
Q2 		$1.1M Sell
44,344
-43,792
-50% -$1.1M 0.61% 47
2015
Q1 		$2.18M Buy
88,136
+43,372
+97% +$1.06M 0.62% 46
2014
Q4 		$1.07M Buy
44,764
+1,948
+5% +$45.6K 0.6% 45
2014
Q3 		$981K Buy
42,816
+2,448
+6% +$56.1K 0.6% 45
2014
Q2 		$918K Buy
40,368
+4,008
+11% +$87.9K 0.56% 46
2014
Q1 		$787K Buy
36,360
+8,368
+30% +$180K 0.52% 46
2013
Q4 		$601K Buy
+27,992
New +$574K 0.41% 52

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Vantage Investment Advisors's IWF Position: Q3 2018 in Review

Vantage Investment Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 46% in Q3 2018, selling an estimated $395K and leaving 12,292 shares worth $479K. The position accounts for 0.1% of the portfolio, ranked #99.

Vantage Investment Advisors first reported a position in IWF in Q4 2013 and has held it in 20 quarters since. The position peaked at $2.18M in Q1 2015. 989 funds tracked by Wall St. Rank hold IWF as of Q3 2018.

  • Vantage Investment Advisors held 12,292 shares of iShares Russell 1000 Growth ETF worth $479K as of Q3 2018.
  • Vantage Investment Advisors sold 10,444 iShares Russell 1000 Growth ETF shares in Q3 2018, an estimated $395K.
  • iShares Russell 1000 Growth ETF made up 0.1% of Vantage Investment Advisors's portfolio in Q3 2018, its #99 holding.
  • Vantage Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and has held it in 20 quarters since.
  • Vantage Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $2.18M in Q1 2015.
  • 989 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.