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Winthrop Partners - WNY’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Winthrop Partners - WNY’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
Q3 		$79.8K Hold
2,000
– – 0.05% 157
2019
Q2 		$78.7K Hold
2,000
– – 0.06% 133
2019
Q1 		$76.5K Hold
2,000
– – 0.06% 134
2018
Q4 		$65.5K Hold
2,000
– – 0.06% 134
2018
Q3 		$78K Hold
2,000
– – 0.06% 152
2018
Q2 		$71.9K Hold
2,000
– – 0.06% 163
2018
Q1 		$67.2K Buy
+2,000
New +$70.1K 0.05% 190

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Winthrop Partners - WNY's IWF Position: Q3 2019 in Review

Winthrop Partners - WNY held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2019 at 2,000 shares worth $79.8K. The position accounts for 0.05% of the portfolio, ranked #157.

Winthrop Partners - WNY first reported a position in IWF in Q1 2018 and has held it in 7 quarters since. 1,110 funds tracked by Wall St. Rank hold IWF as of Q3 2019.

  • Winthrop Partners - WNY held 2,000 shares of iShares Russell 1000 Growth ETF worth $79.8K as of Q3 2019.
  • Winthrop Partners - WNY left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2019.
  • iShares Russell 1000 Growth ETF made up 0.05% of Winthrop Partners - WNY's portfolio in Q3 2019, its #157 holding.
  • Winthrop Partners - WNY first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and has held it in 7 quarters since.
  • 1,110 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.