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

Windsor 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
2014
Q1 		– Sell
-1,040
Closed -$22K – 181
2013
Q4 		$22K Sell
1,040
-1,240
-54% -$25.4K 0.01% 256
2013
Q3 		$45K Hold
2,280
– – 0.03% 186
2013
Q2 		$41K Buy
+2,280
New +$41.8K 0.02% 183

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Windsor Capital Management's IWF Position: Q1 2014 in Review

Windsor Capital Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2014, closing a stake of 1,040 shares — an estimated $22K sold.

Windsor Capital Management first reported a position in IWF in Q2 2013 and held it in 3 quarters. The position peaked at $45K in Q3 2013. 491 funds tracked by Wall St. Rank hold IWF as of Q1 2014.

  • Windsor Capital Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2014 after selling out during the quarter.
  • Windsor Capital Management sold 1,040 iShares Russell 1000 Growth ETF shares in Q1 2014, an estimated $22K.
  • Windsor Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and held it in 3 quarters.
  • Windsor Capital Management's iShares Russell 1000 Growth ETF position peaked at $45K in Q3 2013.
  • 491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2014.

Based on Windsor Capital Management's 13F filing for Q1 2014, filed 28 Apr 2014.