Whitener Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Whitener Capital Management’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
2019 Q4	–	Sell	-1,916	Closed	-$76K	–	276
2019 Q3	$76K	Hold	1,916	–	–	0.04%	190
2019 Q2	$75K	Hold	1,916	–	–	0.04%	190
2019 Q1	$72K	Hold	1,916	–	–	0.05%	181
2018 Q4	$62K	Hold	1,916	–	–	0.05%	176
2018 Q3	$74K	Buy	+1,916	New	+$72.6K	0.05%	168
2018 Q2	–	Sell	-1,916	Closed	-$65K	–	254
2018 Q1	$65K	Hold	1,916	–	–	0.05%	172
2017 Q4	$64K	Buy	+1,916	New	+$62.8K	0.06%	171

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 $374B AUM 17.66% 1-Year Est. Return

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Whitener Capital Management's IWF Position: Q4 2019 in Review

Whitener Capital Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2019, closing a stake of 1,916 shares — an estimated $76K sold.

Whitener Capital Management first reported a position in IWF in Q4 2017 and held it in 7 quarters. The position peaked at $76K in Q3 2019. 1,284 funds tracked by Wall St. Rank hold IWF as of Q4 2019.

Whitener Capital Management reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 1,916 iShares Russell 1000 Growth ETF shares in Q4 2019, an estimated $76K.
Whitener Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's iShares Russell 1000 Growth ETF position peaked at $76K in Q3 2019.
1,284 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.