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Bernardo Wealth Planning’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bernardo Wealth Planning’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
Q2 		– Sell
-7,564
Closed -$524K – 91
2022
Q1 		$524K Buy
+7,564
New +$516K 0.26% 48

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bernardo Wealth Planning's IWF Position: Q2 2022 in Review

Bernardo Wealth Planning sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2022, closing a stake of 7,564 shares — an estimated $524K sold.

Bernardo Wealth Planning first reported a position in IWF in Q1 2022 and held it in 1 quarter. The position peaked at $524K in Q1 2022. 1,596 funds tracked by Wall St. Rank hold IWF as of Q2 2022.

  • Bernardo Wealth Planning reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Bernardo Wealth Planning sold 7,564 iShares Russell 1000 Growth ETF shares in Q2 2022, an estimated $524K.
  • Bernardo Wealth Planning first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and held it in 1 quarter.
  • Bernardo Wealth Planning's iShares Russell 1000 Growth ETF position peaked at $524K in Q1 2022.
  • 1,596 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2022.

Based on Bernardo Wealth Planning's 13F filing for Q2 2022, filed 29 Jul 2022.