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

Barrett 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
2022 Q1	$303K	Buy	4,368 +3,208	+277%	+$219K	0.01%	176
2021 Q4	$89K	Buy	1,160 +160	+16%	+$11.9K	﹤0.01%	314
2021 Q3	$69K	Hold	1,000	–	–	﹤0.01%	283
2021 Q2	$68K	Hold	1,000	–	–	﹤0.01%	280
2021 Q1	$61K	Sell	1,000 -200	-17%	-$12.2K	﹤0.01%	283
2020 Q4	$72K	Hold	1,200	–	–	﹤0.01%	238
2020 Q3	$65K	Hold	1,200	–	–	﹤0.01%	229
2020 Q2	$58K	Hold	1,200	–	–	﹤0.01%	238
2020 Q1	$45K	Sell	1,200 -400	-25%	-$17.2K	﹤0.01%	229
2019 Q4	$70K	Hold	1,600	–	–	﹤0.01%	219
2019 Q3	$64K	Hold	1,600	–	–	﹤0.01%	216
2019 Q2	$63K	Hold	1,600	–	–	﹤0.01%	222
2019 Q1	$61K	Hold	1,600	–	–	﹤0.01%	220
2018 Q4	$52K	Hold	1,600	–	–	﹤0.01%	230
2018 Q3	$62K	Hold	1,600	–	–	﹤0.01%	229
2018 Q2	$58K	Hold	1,600	–	–	﹤0.01%	234
2018 Q1	$54K	Buy	1,600 +400	+33%	+$14K	﹤0.01%	236
2017 Q4	$40K	Hold	1,200	–	–	﹤0.01%	269
2017 Q3	$38K	Sell	1,200 -3,228	-73%	-$98.8K	﹤0.01%	255
2017 Q2	$132K	Hold	4,428	–	–	0.01%	176
2017 Q1	$126K	Buy	4,428 +1,200	+37%	+$33.3K	0.01%	167
2016 Q4	$85K	Hold	3,228	–	–	0.01%	191
2016 Q3	$84K	Hold	3,228	–	–	0.01%	187
2016 Q2	$81K	Buy	+3,228	New	+$80.6K	0.01%	187

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

Barrett Asset Management's IWF Position: Q1 2022 in Review

Barrett Asset Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 277% in Q1 2022, buying an estimated $219K and bringing the position to 4,368 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #176.

Barrett Asset Management first reported a position in IWF in Q2 2016 and has held it in 24 quarters since. 1,660 funds tracked by Wall St. Rank hold IWF as of Q1 2022.

Barrett Asset Management held 4,368 shares of iShares Russell 1000 Growth ETF worth $303K as of Q1 2022.
Barrett Asset Management bought 3,208 iShares Russell 1000 Growth ETF shares in Q1 2022, an estimated $219K.
iShares Russell 1000 Growth ETF made up 0.01% of Barrett Asset Management's portfolio in Q1 2022, its #176 holding.
Barrett Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2016 and has held it in 24 quarters since.
1,660 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2022.

Based on Barrett Asset Management's 13F filing for Q1 2022, filed 16 May 2022.