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Bigelow Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bigelow Investment 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
2025
Q1 		– Sell
-2,912
Closed -$292K – 149
2024
Q4 		$292K Sell
2,912
-460
-14% -$45.2K 0.14% 133
2024
Q3 		$316K Sell
3,372
-468
-12% -$42.4K 0.14% 134
2024
Q2 		$350K Sell
3,840
-80
-2% -$6.83K 0.17% 130
2024
Q1 		$330K Buy
3,920
+160
+4% +$12.9K 0.16% 129
2023
Q4 		$285K Sell
3,760
-520
-12% -$36.8K 0.15% 127
2023
Q3 		$285K Hold
4,280
– – 0.16% 127
2023
Q2 		$294K Sell
4,280
-80
-2% -$5.09K 0.16% 125
2023
Q1 		$266K Hold
4,360
– – 0.15% 129
2022
Q4 		$234K Sell
4,360
-40
-0.9% -$2.2K 0.14% 132
2022
Q3 		$231K Hold
4,400
– – 0.14% 130
2022
Q2 		$241K Sell
4,400
-440
-9% -$26.4K 0.13% 128
2022
Q1 		$336K Sell
4,840
-1,380
-22% -$94.2K 0.16% 118
2021
Q4 		$475K Sell
6,220
-540
-8% -$40K 0.22% 98
2021
Q3 		$463K Sell
6,760
-1,696
-20% -$120K 0.23% 99
2021
Q2 		$574K Hold
8,456
– – 0.28% 91
2021
Q1 		$514K Sell
8,456
-436
-5% -$26.5K 0.26% 93
2020
Q4 		$536K Sell
8,892
-140
-2% -$7.97K 0.28% 88
2020
Q3 		$490K Sell
9,032
-352
-4% -$18.5K 0.29% 88
2020
Q2 		$450K Buy
9,384
+460
+5% +$20.3K 0.29% 86
2020
Q1 		$336K Buy
8,924
+440
+5% +$19K 0.25% 104
2019
Q4 		$373K Buy
8,484
+56
+0.7% +$2.34K 0.22% 114
2019
Q3 		$336K Sell
8,428
-632
-7% -$25.3K 0.21% 116
2019
Q2 		$356K Buy
9,060
+2,136
+31% +$82.7K 0.24% 109
2019
Q1 		$262K Sell
6,924
-340
-5% -$12.2K 0.18% 131
2018
Q4 		$238K Sell
7,264
-48
-0.7% -$1.69K 0.18% 132
2018
Q3 		$285K Sell
7,312
-200
-3% -$7.57K 0.19% 125
2018
Q2 		$270K Sell
7,512
-1,292
-15% -$45.6K 0.18% 129
2018
Q1 		$300K Sell
8,804
-916
-9% -$32.1K 0.2% 124
2017
Q4 		$327K Buy
+9,720
New +$319K 0.33% 81

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bigelow Investment Advisors's IWF Position: Q1 2025 in Review

Bigelow Investment Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2025, closing a stake of 2,912 shares — an estimated $292K sold.

Bigelow Investment Advisors first reported a position in IWF in Q4 2017 and held it in 29 quarters. The position peaked at $574K in Q2 2021. 2,212 funds tracked by Wall St. Rank hold IWF as of Q1 2025.

  • Bigelow Investment Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Bigelow Investment Advisors sold 2,912 iShares Russell 1000 Growth ETF shares in Q1 2025, an estimated $292K.
  • Bigelow Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and held it in 29 quarters.
  • Bigelow Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $574K in Q2 2021.
  • 2,212 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2025.

Based on Bigelow Investment Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.