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

Bordeaux 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
2025 Q2	$914K	Sell	8,608 -180	-2%	-$17.2K	0.12%	62
2025 Q1	$793K	Hold	8,788	–	–	0.15%	64
2024 Q4	$882K	Hold	8,788	–	–	0.14%	63
2024 Q3	$825K	Sell	8,788 -1,168	-12%	-$106K	0.15%	66
2024 Q2	$907K	Hold	9,956	–	–	0.17%	54
2024 Q1	$839K	Buy	9,956 +3,524	+55%	+$284K	0.28%	41
2023 Q4	$487K	Hold	6,432	–	–	0.16%	61
2023 Q3	$428K	Hold	6,432	–	–	0.17%	58
2023 Q2	$442K	Hold	6,432	–	–	0.18%	58
2023 Q1	$393K	Hold	6,432	–	–	0.2%	70
2022 Q4	$344K	Hold	6,432	–	–	0.19%	65
2022 Q3	$338K	Sell	6,432 -436	-6%	-$25.6K	0.21%	62
2022 Q2	$376K	Sell	6,868 -2,700	-28%	-$162K	0.26%	58
2022 Q1	$664K	Hold	9,568	–	–	0.36%	48
2021 Q4	$731K	Sell	9,568 -1,044	-10%	-$77.4K	0.34%	50
2021 Q3	$727K	Buy	10,612 +36	+0.3%	+$2.55K	0.41%	38
2021 Q2	$718K	Buy	10,576 +4	+0%	+$258	0.41%	41
2021 Q1	$642K	Hold	10,572	–	–	0.45%	35
2020 Q4	$637K	Buy	+10,572	New	+$602K	0.48%	33

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bordeaux Wealth Advisors's IWF Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2% in Q2 2025, selling an estimated $17.2K and leaving 8,608 shares worth $914K. The position accounts for 0.12% of the portfolio, ranked #62.

Bordeaux Wealth Advisors first reported a position in IWF in Q4 2020 and has held it in 19 quarters since. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

Bordeaux Wealth Advisors held 8,608 shares of iShares Russell 1000 Growth ETF worth $914K as of Q2 2025.
Bordeaux Wealth Advisors sold 180 iShares Russell 1000 Growth ETF shares in Q2 2025, an estimated $17.2K.
iShares Russell 1000 Growth ETF made up 0.12% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #62 holding.
Bordeaux Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 19 quarters since.
2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.