WI
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WBI Investments’s iShares Russell 1000 Growth ETF IWF Stock Holding History

WBI Investments’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
Q1 		– Sell
-42,652
Closed -$1.44M – 254
2017
Q4 		$1.44M Buy
42,652
+31,252
+274% +$1.02M 0.07% 179
2017
Q3 		$356K Buy
11,400
+600
+6% +$18.4K 0.02% 262
2017
Q2 		$321K Sell
10,800
-180
-2% -$5.28K 0.01% 268
2017
Q1 		$312K Buy
+10,980
New +$305K 0.01% 263

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

WBI Investments's IWF Position: Q1 2018 in Review

WBI Investments sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2018, closing a stake of 42,652 shares — an estimated $1.44M sold.

WBI Investments first reported a position in IWF in Q1 2017 and held it in 4 quarters. The position peaked at $1.44M in Q4 2017. 948 funds tracked by Wall St. Rank hold IWF as of Q1 2018.

  • WBI Investments reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2018 after selling out during the quarter.
  • WBI Investments sold 42,652 iShares Russell 1000 Growth ETF shares in Q1 2018, an estimated $1.44M.
  • WBI Investments first reported a position in iShares Russell 1000 Growth ETF in Q1 2017 and held it in 4 quarters.
  • WBI Investments's iShares Russell 1000 Growth ETF position peaked at $1.44M in Q4 2017.
  • 948 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2018.

Based on WBI Investments's 13F filing for Q1 2018, filed 10 May 2018.