BDO Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

BDO Wealth 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
2023 Q2	$3.82M	Sell	55,556 -396	-0.7%	-$25.2K	0.44%	51
2023 Q1	$3.42M	Sell	55,952 -2,184	-4%	-$126K	0.42%	49
2022 Q4	$3.11M	Sell	58,136 -8,432	-13%	-$464K	0.39%	50
2022 Q3	$3.5M	Sell	66,568 -1,460	-2%	-$85.9K	0.47%	39
2022 Q2	$3.72M	Sell	68,028 -256	-0.4%	-$15.4K	0.46%	39
2022 Q1	$4.74M	Sell	68,284 -4,316	-6%	-$295K	0.51%	38
2021 Q4	$5.55M	Sell	72,600 -1,800	-2%	-$133K	0.59%	33
2021 Q3	$5.1M	Sell	74,400 -4,000	-5%	-$283K	0.56%	36
2021 Q2	$5.32M	Sell	78,400 -44,764	-36%	-$2.89M	0.59%	33
2021 Q1	$7.48M	Sell	123,164 -18,824	-13%	-$1.15M	0.88%	25
2020 Q4	$8.56M	Sell	141,988 -59,200	-29%	-$3.37M	1.2%	20
2020 Q3	$10.9M	Sell	201,188 -60,992	-23%	-$3.21M	1.78%	15
2020 Q2	$12.6M	Sell	262,180 -142,112	-35%	-$6.26M	2.21%	11
2020 Q1	$15.2M	Buy	404,292 +361,760	+851%	+$15.6M	3.08%	8
2019 Q4	$1.87M	Buy	42,532 +352	+0.8%	+$14.7K	0.48%	43
2019 Q3	$1.68M	Buy	42,180 +2,620	+7%	+$105K	0.43%	47
2019 Q2	$1.56M	Buy	39,560 +392	+1%	+$15.2K	0.42%	51
2019 Q1	$1.48M	Buy	39,168 +900	+2%	+$32.3K	0.43%	50
2018 Q4	$1.25M	Sell	38,268 -4,020	-10%	-$142K	0.43%	51
2018 Q3	$1.65M	Sell	42,288 -344	-0.8%	-$13K	0.53%	39
2018 Q2	$1.53M	Sell	42,632 -508	-1%	-$17.9K	0.52%	37
2018 Q1	$1.47M	Buy	43,140 +1,080	+3%	+$37.9K	0.55%	35
2017 Q4	$1.42M	Sell	42,060 -280	-0.7%	-$9.18K	0.64%	27
2017 Q3	$1.32M	Sell	42,340 -2,064	-5%	-$63.2K	0.66%	25
2017 Q2	$1.32M	Buy	+44,404	New	+$1.3M	0.58%	32

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

BDO Wealth Advisors's IWF Position: Q2 2023 in Review

BDO Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.71% in Q2 2023, selling an estimated $25.2K and leaving 55,556 shares worth $3.82M. The position accounts for 0.44% of the portfolio, ranked #51.

BDO Wealth Advisors first reported a position in IWF in Q2 2017 and has held it in 25 quarters since. The position peaked at $15.2M in Q1 2020. 1,770 funds tracked by Wall St. Rank hold IWF as of Q2 2023.

BDO Wealth Advisors held 55,556 shares of iShares Russell 1000 Growth ETF worth $3.82M as of Q2 2023.
BDO Wealth Advisors sold 396 iShares Russell 1000 Growth ETF shares in Q2 2023, an estimated $25.2K.
iShares Russell 1000 Growth ETF made up 0.44% of BDO Wealth Advisors's portfolio in Q2 2023, its #51 holding.
BDO Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $15.2M in Q1 2020.
1,770 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.