Visionary Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Visionary Asset Management’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 Q4	$470K	Sell	14,352 -6,256	-30%	-$221K	0.19%	31
2018 Q3	$806K	Buy	20,608 +3,036	+17%	+$115K	0.26%	88
2018 Q2	$632K	Buy	17,572 +5,128	+41%	+$181K	0.21%	92
2018 Q1	$418K	Sell	12,444 -4,232	-25%	-$148K	0.13%	103
2017 Q4	$561K	Buy	16,676 +2,020	+14%	+$66.2K	0.16%	95
2017 Q3	$458K	Sell	14,656 -2,400	-14%	-$73.4K	0.13%	94
2017 Q2	$508K	Buy	+17,056	New	+$501K	0.15%	89
2016 Q2	–	Sell	-12,612	Closed	-$315K	–	93
2016 Q1	$315K	Buy	12,612 +1,340	+12%	+$31.7K	0.11%	94
2015 Q4	$280K	Buy	+11,272	New	+$281K	0.19%	43
2013 Q4	–	Sell	-34,208	Closed	-$669K	–	88
2013 Q3	$669K	Buy	+34,208	New	+$655K	0.21%	64

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Visionary Asset Management's IWF Position: Q4 2018 in Review

Visionary Asset Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 30% in Q4 2018, selling an estimated $221K and leaving 14,352 shares worth $470K. The position accounts for 0.19% of the portfolio, ranked #31.

Visionary Asset Management first reported a position in IWF in Q3 2013 and has held it in 10 quarters since. The position peaked at $806K in Q3 2018. 1,057 funds tracked by Wall St. Rank hold IWF as of Q4 2018.

Visionary Asset Management held 14,352 shares of iShares Russell 1000 Growth ETF worth $470K as of Q4 2018.
Visionary Asset Management sold 6,256 iShares Russell 1000 Growth ETF shares in Q4 2018, an estimated $221K.
iShares Russell 1000 Growth ETF made up 0.19% of Visionary Asset Management's portfolio in Q4 2018, its #31 holding.
Visionary Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2013 and has held it in 10 quarters since.
Visionary Asset Management's iShares Russell 1000 Growth ETF position peaked at $806K in Q3 2018.
1,057 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.