Bard Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bard Financial Services’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 Q3	–	Sell	-82,340	Closed	-$5.66M	–	268
2023 Q2	$5.66M	Buy	82,340 +800	+1%	+$50.9K	0.43%	65
2023 Q1	$4.98M	Buy	81,540 +3,040	+4%	+$175K	0.4%	68
2022 Q4	$4.2M	Hold	78,500	–	–	0.36%	69
2022 Q3	$4.13M	Hold	78,500	–	–	0.39%	63
2022 Q2	$4.29M	Hold	78,500	–	–	0.39%	64
2022 Q1	$5.45M	Hold	78,500	–	–	0.44%	59
2021 Q4	$5M	Hold	78,500	–	–	0.4%	63
2021 Q3	$5.38M	Hold	78,500	–	–	0.48%	57
2021 Q2	$5.33M	Hold	78,500	–	–	0.47%	57
2021 Q1	$4.77M	Hold	78,500	–	–	0.46%	57
2020 Q4	$4.73M	Buy	+78,500	New	+$4.47M	0.47%	54

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

Bard Financial Services's IWF Position: Q3 2023 in Review

Bard Financial Services sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2023, closing a stake of 82,340 shares — an estimated $5.66M sold.

Bard Financial Services first reported a position in IWF in Q4 2020 and held it in 11 quarters. The position peaked at $5.66M in Q2 2023. 1,775 funds tracked by Wall St. Rank hold IWF as of Q3 2023.

Bard Financial Services reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2023 after selling out during the quarter.
Bard Financial Services sold 82,340 iShares Russell 1000 Growth ETF shares in Q3 2023, an estimated $5.66M.
Bard Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and held it in 11 quarters.
Bard Financial Services's iShares Russell 1000 Growth ETF position peaked at $5.66M in Q2 2023.
1,775 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2023.

Based on Bard Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.