Bay Harbor Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bay Harbor Wealth 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	–	Sell	-144	Closed	-$8K	–	179
2022 Q4	$8K	Buy	+144	New	+$7.92K	﹤0.01%	133
2020 Q4	–	Sell	-3,088	Closed	-$167K	–	443
2020 Q3	$167K	Hold	3,088	–	–	0.08%	85
2020 Q2	$148K	Hold	3,088	–	–	0.08%	99
2020 Q1	$116K	Sell	3,088 -224	-7%	-$9.65K	0.07%	103
2019 Q4	$146K	Hold	3,312	–	–	0.08%	106
2019 Q3	$132K	Buy	3,312 +224	+7%	+$8.98K	0.08%	104
2019 Q2	$121K	Buy	+3,088	New	+$119K	0.08%	110

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

Bay Harbor Wealth Management's IWF Position: Q1 2023 in Review

Bay Harbor Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2023, closing a stake of 144 shares — an estimated $8K sold.

Bay Harbor Wealth Management first reported a position in IWF in Q2 2019 and held it in 7 quarters. The position peaked at $167K in Q3 2020. 1,696 funds tracked by Wall St. Rank hold IWF as of Q1 2023.

Bay Harbor Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2023 after selling out during the quarter.
Bay Harbor Wealth Management sold 144 iShares Russell 1000 Growth ETF shares in Q1 2023, an estimated $8K.
Bay Harbor Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2019 and held it in 7 quarters.
Bay Harbor Wealth Management's iShares Russell 1000 Growth ETF position peaked at $167K in Q3 2020.
1,696 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2023.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.