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Yellowstone Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Yellowstone Partners’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
2017
Q4 		$420K Buy
12,480
+1,128
+10% +$37K 0.24% 98
2017
Q3 		$355K Buy
+11,352
New +$347K 0.19% 122
2016
Q3 		$539K Buy
+20,680
New +$538K 0.2% 116

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Yellowstone Partners's IWF Position: Q4 2017 in Review

Yellowstone Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 9.9% in Q4 2017, buying an estimated $37K and bringing the position to 12,480 shares worth $420K. The position accounts for 0.24% of the portfolio, ranked #98.

Yellowstone Partners first reported a position in IWF in Q3 2016 and has held it in 3 quarters since. The position peaked at $539K in Q3 2016. 950 funds tracked by Wall St. Rank hold IWF as of Q4 2017.

  • Yellowstone Partners held 12,480 shares of iShares Russell 1000 Growth ETF worth $420K as of Q4 2017.
  • Yellowstone Partners bought 1,128 iShares Russell 1000 Growth ETF shares in Q4 2017, an estimated $37K.
  • iShares Russell 1000 Growth ETF made up 0.24% of Yellowstone Partners's portfolio in Q4 2017, its #98 holding.
  • Yellowstone Partners first reported a position in iShares Russell 1000 Growth ETF in Q3 2016 and has held it in 3 quarters since.
  • Yellowstone Partners's iShares Russell 1000 Growth ETF position peaked at $539K in Q3 2016.
  • 950 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2017.

Based on Yellowstone Partners's 13F filing for Q4 2017, filed 24 Jan 2018.