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

Wisconsin 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 Q4	$423K	Hold	17,700	–	–	0.15%	97
2014 Q3	$405K	Hold	17,700	–	–	0.15%	90
2014 Q2	$402K	Hold	17,700	–	–	0.15%	91
2014 Q1	$383K	Hold	17,700	–	–	0.15%	89
2013 Q4	$380K	Hold	17,700	–	–	0.15%	83
2013 Q3	$346K	Hold	17,700	–	–	0.15%	83
2013 Q2	$322K	Buy	+17,700	New	+$324K	0.14%	80

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Wisconsin Capital Management's IWF Position: Q4 2014 in Review

Wisconsin Capital Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q4 2014 at 17,700 shares worth $423K. The position accounts for 0.15% of the portfolio, ranked #97.

Wisconsin Capital Management first reported a position in IWF in Q2 2013 and has held it in 7 quarters since. 585 funds tracked by Wall St. Rank hold IWF as of Q4 2014.

Wisconsin Capital Management held 17,700 shares of iShares Russell 1000 Growth ETF worth $423K as of Q4 2014.
Wisconsin Capital Management left its iShares Russell 1000 Growth ETF share count unchanged in Q4 2014.
iShares Russell 1000 Growth ETF made up 0.15% of Wisconsin Capital Management's portfolio in Q4 2014, its #97 holding.
Wisconsin Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 7 quarters since.
585 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2014.

Based on Wisconsin Capital Management's 13F filing for Q4 2014, filed 11 Feb 2015.