Wealthfront’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Wealthfront’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	$261K	Sell	6,684 -3,732	-36%	-$141K	﹤0.01%	466
2018 Q2	$374K	Buy	10,416 +2,112	+25%	+$74.5K	﹤0.01%	406
2018 Q1	$283K	Sell	8,304 -4,768	-36%	-$167K	﹤0.01%	447
2017 Q4	$440K	Sell	13,072 -28,844	-69%	-$945K	﹤0.01%	374
2017 Q3	$1.31M	Buy	41,916 +28,596	+215%	+$875K	0.02%	146
2017 Q2	$396K	Buy	13,320 +3,180	+31%	+$93.4K	0.01%	327
2017 Q1	$288K	Buy	+10,140	New	+$281K	0.01%	342
2015 Q4	–	Sell	-472	Closed	-$11K	–	663
2015 Q3	$11K	Buy	+472	New	+$11.6K	﹤0.01%	926
2015 Q2	–	Sell	-488	Closed	-$12K	–	1343
2015 Q1	$12K	Sell	488 -684	-58%	-$16.7K	﹤0.01%	603
2014 Q4	$28K	Buy	+1,172	New	+$27.4K	﹤0.01%	530

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wealthfront's IWF Position: Q3 2018 in Review

Wealthfront reduced its iShares Russell 1000 Growth ETF (IWF) stake by 36% in Q3 2018, selling an estimated $141K and leaving 6,684 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Wealthfront first reported a position in IWF in Q4 2014 and has held it in 10 quarters since. The position peaked at $1.31M in Q3 2017. 990 funds tracked by Wall St. Rank hold IWF as of Q3 2018.

Wealthfront held 6,684 shares of iShares Russell 1000 Growth ETF worth $261K as of Q3 2018.
Wealthfront sold 3,732 iShares Russell 1000 Growth ETF shares in Q3 2018, an estimated $141K.
iShares Russell 1000 Growth ETF made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #466 holding.
Wealthfront first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and has held it in 10 quarters since.
Wealthfront's iShares Russell 1000 Growth ETF position peaked at $1.31M in Q3 2017.
990 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.