Winfield Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Winfield Associates’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
2018 Q1	–	Sell	-200	Closed	-$7K	–	373
2017 Q4	$7K	Hold	200	–	–	﹤0.01%	473
2017 Q3	$6K	Hold	200	–	–	﹤0.01%	467
2017 Q2	$6K	Hold	200	–	–	﹤0.01%	477
2017 Q1	$6K	Hold	200	–	–	﹤0.01%	444
2016 Q4	$5K	Hold	200	–	–	﹤0.01%	421
2016 Q3	$5K	Sell	200 -7,600	-97%	-$198K	﹤0.01%	406
2016 Q2	$196K	Sell	7,800 -8,000	-51%	-$200K	0.13%	111
2016 Q1	$394K	Sell	15,800 -700	-4%	-$16.5K	0.27%	74
2015 Q4	$410K	Hold	16,500	–	–	0.27%	73
2015 Q3	$384K	Buy	16,500 +800	+5%	+$19.7K	0.29%	73
2015 Q2	$389K	Sell	15,700 -600	-4%	-$15.1K	0.27%	82
2015 Q1	$403K	Buy	16,300 +14,800	+987%	+$362K	0.28%	80
2014 Q4	$36K	Hold	1,500	–	–	0.03%	177
2014 Q3	$34K	Hold	1,500	–	–	0.03%	177
2014 Q2	$34K	Sell	1,500 -200	-12%	-$4.39K	0.02%	187
2014 Q1	$37K	Hold	1,700	–	–	0.03%	172
2013 Q4	$37K	Buy	+1,700	New	+$34.9K	0.03%	174

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

Winfield Associates's IWF Position: Q1 2018 in Review

Winfield Associates sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2018, closing a stake of 200 shares — an estimated $7K sold.

Winfield Associates first reported a position in IWF in Q4 2013 and held it in 17 quarters. The position peaked at $410K in Q4 2015. 948 funds tracked by Wall St. Rank hold IWF as of Q1 2018.

Winfield Associates reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2018 after selling out during the quarter.
Winfield Associates sold 200 iShares Russell 1000 Growth ETF shares in Q1 2018, an estimated $7K.
Winfield Associates first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and held it in 17 quarters.
Winfield Associates's iShares Russell 1000 Growth ETF position peaked at $410K in Q4 2015.
948 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.