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WA
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
Shares
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
$1.37T AUM
24.88%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
TF
TIAA FSB
Jacksonville, Florida
$27.6B AUM
14.26%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
M&T Bank
Buffalo, New York
$29.2B AUM
22.81%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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