BBJS Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

BBJS Financial Advisors’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
2024 Q3	$72.8K	Hold	776	–	–	0.03%	64
2024 Q2	$70.7K	Hold	776	–	–	0.03%	62
2024 Q1	$65.4K	Hold	776	–	–	0.02%	63
2023 Q4	$58.8K	Hold	776	–	–	0.02%	63
2023 Q3	$51.6K	Sell	776 -436	-36%	-$30.1K	0.02%	66
2023 Q2	$83.4K	Sell	1,212 -108	-8%	-$6.87K	0.03%	59
2023 Q1	$80.7K	Sell	1,320 -112	-8%	-$6.45K	0.03%	58
2022 Q4	$76.7K	Buy	+1,432	New	+$78.8K	0.03%	63

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

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

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

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

BBJS Financial Advisors's IWF Position: Q3 2024 in Review

BBJS Financial Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2024 at 776 shares worth $72.8K. The position accounts for 0.03% of the portfolio, ranked #64.

BBJS Financial Advisors first reported a position in IWF in Q4 2022 and has held it in 8 quarters since. The position peaked at $83.4K in Q2 2023. 2,071 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

BBJS Financial Advisors held 776 shares of iShares Russell 1000 Growth ETF worth $72.8K as of Q3 2024.
BBJS Financial Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2024.
iShares Russell 1000 Growth ETF made up 0.03% of BBJS Financial Advisors's portfolio in Q3 2024, its #64 holding.
BBJS Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 8 quarters since.
BBJS Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $83.4K in Q2 2023.
2,071 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.