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WealthTrust-Arizona’s iShares Russell 1000 Growth ETF IWF Stock Holding History

WealthTrust-Arizona’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 		$1.04M Buy
31,716
+2,880
+10% +$102K 0.6% 22
2018
Q3 		$1.13M Sell
28,836
-8
-0% -$303 0.54% 25
2018
Q2 		$1.04M Buy
28,844
+396
+1% +$14K 0.53% 27
2018
Q1 		$968K Sell
28,448
-5,192
-15% -$182K 0.51% 26
2017
Q4 		$1.13M Sell
33,640
-196
-0.6% -$6.42K 0.56% 24
2017
Q3 		$1.06M Sell
33,836
-624
-2% -$19.1K 0.54% 24
2017
Q2 		$1.02M Hold
34,460
– – 0.53% 23
2017
Q1 		$980K Sell
34,460
-1,296
-4% -$35.9K 0.53% 23
2016
Q4 		$938K Sell
35,756
-440
-1% -$11.4K 0.54% 21
2016
Q3 		$943K Sell
36,196
-2,020
-5% -$52.5K 0.57% 19
2016
Q2 		$959K Buy
38,216
+720
+2% +$18K 0.59% 17
2016
Q1 		$935K Sell
37,496
-7,372
-16% -$174K 0.6% 18
2015
Q4 		$1.12M Sell
44,868
-2,276
-5% -$56.8K 0.67% 19
2015
Q3 		$1.1M Buy
47,144
+48
+0.1% +$1.18K 0.68% 19
2015
Q2 		$1.17M Sell
47,096
-728
-2% -$18.3K 0.7% 17
2015
Q1 		$1.18M Sell
47,824
-8,620
-15% -$211K 0.72% 17
2014
Q4 		$1.35M Sell
56,444
-33,680
-37% -$788K 1.13% 17
2014
Q3 		$2.06M Sell
90,124
-6,536
-7% -$150K 2.28% 9
2014
Q2 		$2.2M Buy
96,660
+2,604
+3% +$57.1K 2.35% 11
2014
Q1 		$2.04M Buy
94,056
+13,628
+17% +$293K 2.3% 12
2013
Q4 		$1.73M Buy
80,428
+660
+0.8% +$13.5K 2.01% 15
2013
Q3 		$1.56M Buy
79,768
+820
+1% +$15.7K 1.96% 15
2013
Q2 		$1.44M Buy
+78,948
New +$1.45M 1.94% 17

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $34.1B AUM 29.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WealthTrust-Arizona's IWF Position: Q4 2018 in Review

WealthTrust-Arizona increased its iShares Russell 1000 Growth ETF (IWF) stake by 10% in Q4 2018, buying an estimated $102K and bringing the position to 31,716 shares worth $1.04M. The position accounts for 0.6% of the portfolio, ranked #22.

WealthTrust-Arizona first reported a position in IWF in Q2 2013 and has held it in 23 quarters since. The position peaked at $2.2M in Q2 2014. 1,058 funds tracked by Wall St. Rank hold IWF as of Q4 2018.

  • WealthTrust-Arizona held 31,716 shares of iShares Russell 1000 Growth ETF worth $1.04M as of Q4 2018.
  • WealthTrust-Arizona bought 2,880 iShares Russell 1000 Growth ETF shares in Q4 2018, an estimated $102K.
  • iShares Russell 1000 Growth ETF made up 0.6% of WealthTrust-Arizona's portfolio in Q4 2018, its #22 holding.
  • WealthTrust-Arizona first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 23 quarters since.
  • WealthTrust-Arizona's iShares Russell 1000 Growth ETF position peaked at $2.2M in Q2 2014.
  • 1,058 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.