West Coast Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

West Coast Financial’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	–	Sell	-22,448	Closed	-$875K	–	122
2018 Q3	$875K	Buy	+22,448	New	+$850K	0.2%	80
2017 Q4	–	Sell	-21,416	Closed	-$670K	–	122
2017 Q3	$670K	Buy	+21,416	New	+$655K	0.18%	86
2016 Q3	–	Sell	-10,968	Closed	-$275K	–	137
2016 Q2	$275K	Hold	10,968	–	–	0.1%	90
2016 Q1	$274K	Hold	10,968	–	–	0.11%	76
2015 Q4	$273K	Hold	10,968	–	–	0.11%	82
2015 Q3	$255K	Buy	+10,968	New	+$270K	0.11%	82
2015 Q2	–	Sell	-14,720	Closed	-$326K	–	98
2015 Q1	$326K	Buy	+14,720	New	+$360K	0.15%	75

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 $424B AUM 22.96% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

West Coast Financial's IWF Position: Q4 2018 in Review

West Coast Financial sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2018, closing a stake of 22,448 shares — an estimated $875K sold.

West Coast Financial first reported a position in IWF in Q1 2015 and held it in 7 quarters. The position peaked at $875K in Q3 2018. 1,058 funds tracked by Wall St. Rank hold IWF as of Q4 2018.

West Coast Financial reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2018 after selling out during the quarter.
West Coast Financial sold 22,448 iShares Russell 1000 Growth ETF shares in Q4 2018, an estimated $875K.
West Coast Financial first reported a position in iShares Russell 1000 Growth ETF in Q1 2015 and held it in 7 quarters.
West Coast Financial's iShares Russell 1000 Growth ETF position peaked at $875K in Q3 2018.
1,058 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2018.

Based on West Coast Financial's 13F filing for Q4 2018, filed 29 Jan 2019.