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

WFG 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
2017 Q2	$826K	Buy	27,764 +7,156	+35%	+$210K	0.19%	128
2017 Q1	$586K	Sell	20,608 -6,916	-25%	-$192K	0.16%	151
2016 Q4	$722K	Sell	27,524 -2,632	-9%	-$68.3K	0.18%	150
2016 Q3	$785K	Sell	30,156 -12	-0%	-$312	0.2%	125
2016 Q2	$757K	Sell	30,168 -416	-1%	-$10.4K	0.2%	120
2016 Q1	$763K	Buy	30,584 +9,948	+48%	+$235K	0.22%	111
2015 Q4	$513K	Sell	20,636 -11,544	-36%	-$288K	0.15%	161
2015 Q3	$748K	Buy	32,180 +880	+3%	+$21.7K	0.23%	100
2015 Q2	$775K	Buy	31,300 +1,324	+4%	+$33.3K	0.21%	106
2015 Q1	$741K	Buy	29,976 +1,424	+5%	+$34.8K	0.21%	112
2014 Q4	$682K	Sell	28,552 -2,980	-9%	-$69.7K	0.14%	166
2014 Q3	$722K	Buy	31,532 +3,424	+12%	+$78.4K	0.14%	180
2014 Q2	$639K	Sell	28,108 -1,240	-4%	-$27.2K	0.12%	205
2014 Q1	$635K	Sell	29,348 -2,720	-8%	-$58.4K	0.13%	193
2013 Q4	$689K	Sell	32,068 -9,744	-23%	-$200K	0.1%	238
2013 Q3	$817K	Sell	41,812 -49,328	-54%	-$944K	0.13%	191
2013 Q2	$1.66M	Buy	+91,140	New	+$1.67M	0.28%	84

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

WFG Advisors's IWF Position: Q2 2017 in Review

WFG Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 35% in Q2 2017, buying an estimated $210K and bringing the position to 27,764 shares worth $826K. The position accounts for 0.19% of the portfolio, ranked #128.

WFG Advisors first reported a position in IWF in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.66M in Q2 2013. 800 funds tracked by Wall St. Rank hold IWF as of Q2 2017.

WFG Advisors held 27,764 shares of iShares Russell 1000 Growth ETF worth $826K as of Q2 2017.
WFG Advisors bought 7,156 iShares Russell 1000 Growth ETF shares in Q2 2017, an estimated $210K.
iShares Russell 1000 Growth ETF made up 0.19% of WFG Advisors's portfolio in Q2 2017, its #128 holding.
WFG Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's iShares Russell 1000 Growth ETF position peaked at $1.66M in Q2 2013.
800 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.