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WestEnd Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

WestEnd Advisors’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
2015
Q4 		– Sell
-1,628
Closed -$37.9K – 36
2015
Q3 		$37.9K Buy
+1,628
New +$40.1K ﹤0.01% 36

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

WestEnd Advisors's IWF Position: Q4 2015 in Review

WestEnd Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2015, closing a stake of 1,628 shares — an estimated $37.9K sold.

WestEnd Advisors first reported a position in IWF in Q3 2015 and held it in 1 quarter. The position peaked at $37.9K in Q3 2015. 677 funds tracked by Wall St. Rank hold IWF as of Q4 2015.

  • WestEnd Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2015 after selling out during the quarter.
  • WestEnd Advisors sold 1,628 iShares Russell 1000 Growth ETF shares in Q4 2015, an estimated $37.9K.
  • WestEnd Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2015 and held it in 1 quarter.
  • WestEnd Advisors's iShares Russell 1000 Growth ETF position peaked at $37.9K in Q3 2015.
  • 677 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2015.

Based on WestEnd Advisors's 13F filing for Q4 2015, filed 29 Jan 2016.