VIA
IWF icon

Virtus Investment Advisers’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Virtus Investment Advisers’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
2015
Q3 		– Sell
-60,300
Closed -$1.49M – 24
2015
Q2 		$1.49M Buy
60,300
+9,960
+20% +$250K 1.86% 12
2015
Q1 		$1.25M Buy
50,340
+18,540
+58% +$453K 0.84% 10
2014
Q4 		$760K Buy
31,800
+1,680
+6% +$39.3K 0.4% 9
2014
Q3 		$690K Sell
30,120
-1,000
-3% -$22.9K 0.32% 11
2014
Q2 		$707K Buy
31,120
+3,360
+12% +$73.7K 0.29% 13
2014
Q1 		$601K Buy
27,760
+2,080
+8% +$44.7K 0.26% 12
2013
Q4 		$552K Sell
25,680
-120
-0.5% -$2.46K 0.23% 14
2013
Q3 		$504K Buy
25,800
+1,920
+8% +$36.8K 0.23% 12
2013
Q2 		$434K Buy
+23,880
New +$437K 0.21% 14

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 $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.1B AUM 0.83% 1-Year Est. Return