Baldrige Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Baldrige Asset 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
2023 Q1	$69K	Hold	1,132	–	–	0.03%	159
2022 Q4	$61K	Hold	1,132	–	–	0.03%	165
2022 Q3	$60K	Hold	1,132	–	–	0.03%	158
2022 Q2	$62K	Hold	1,132	–	–	0.03%	159
2022 Q1	$79K	Hold	1,132	–	–	0.03%	150
2021 Q4	$86K	Hold	1,132	–	–	0.03%	140
2021 Q3	$78K	Hold	1,132	–	–	0.03%	142
2021 Q2	$77K	Buy	+1,132	New	+$73K	0.03%	142

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Baldrige Asset Management's IWF Position: Q1 2023 in Review

Baldrige Asset Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2023 at 1,132 shares worth $69K. The position accounts for 0.03% of the portfolio, ranked #159.

Baldrige Asset Management first reported a position in IWF in Q2 2021 and has held it in 8 quarters since. The position peaked at $86K in Q4 2021. 1,696 funds tracked by Wall St. Rank hold IWF as of Q1 2023.

Baldrige Asset Management held 1,132 shares of iShares Russell 1000 Growth ETF worth $69K as of Q1 2023.
Baldrige Asset Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2023.
iShares Russell 1000 Growth ETF made up 0.03% of Baldrige Asset Management's portfolio in Q1 2023, its #159 holding.
Baldrige Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's iShares Russell 1000 Growth ETF position peaked at $86K in Q4 2021.
1,696 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.