BFM
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Boston Financial Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Boston Financial Management’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
Q4 		$6.12M Sell
60,912
-1,612
-3% -$159K 0.18% 91
2024
Q3 		$5.87M Sell
62,524
-3,496
-5% -$317K 0.17% 95
2024
Q2 		$6.02M Sell
66,020
-2,876
-4% -$246K 0.19% 94
2024
Q1 		$5.81M Sell
68,896
-4,724
-6% -$381K 0.18% 95
2023
Q4 		$5.58M Sell
73,620
-2,200
-3% -$156K 0.19% 94
2023
Q3 		$5.04M Sell
75,820
-368
-0.5% -$25.4K 0.19% 90
2023
Q2 		$5.24M Sell
76,188
-5,692
-7% -$362K 0.19% 92
2023
Q1 		$5M Sell
81,880
-6,508
-7% -$375K 0.2% 90
2022
Q4 		$4.73M Buy
88,388
+1,612
+2% +$88.7K 0.19% 93
2022
Q3 		$4.56M Buy
86,776
+1,340
+2% +$78.8K 0.2% 84
2022
Q2 		$4.67M Sell
85,436
-2,400
-3% -$144K 0.2% 85
2022
Q1 		$6.1M Sell
87,836
-7,204
-8% -$492K 0.23% 77
2021
Q4 		$7.26M Sell
95,040
-7,920
-8% -$587K 0.26% 68
2021
Q3 		$7.05M Sell
102,960
-2,248
-2% -$159K 0.29% 66
2021
Q2 		$7.14M Sell
105,208
-2,128
-2% -$137K 0.29% 68
2021
Q1 		$6.52M Sell
107,336
-4,260
-4% -$259K 0.29% 69
2020
Q4 		$6.73M Sell
111,596
-6,480
-5% -$369K 0.31% 67
2020
Q3 		$6.4M Sell
118,076
-4,160
-3% -$219K 0.31% 66
2020
Q2 		$5.87M Sell
122,236
-4,140
-3% -$182K 0.32% 64
2020
Q1 		$4.76M Sell
126,376
-4,092
-3% -$176K 0.31% 70
2019
Q4 		$5.74M Sell
130,468
-11,164
-8% -$466K 0.31% 75
2019
Q3 		$5.65M Sell
141,632
-9,420
-6% -$378K 0.32% 78
2019
Q2 		$5.94M Sell
151,052
-8,228
-5% -$318K 0.34% 77
2019
Q1 		$6.03M Sell
159,280
-18,616
-10% -$669K 0.37% 79
2018
Q4 		$5.82M Sell
177,896
-9,184
-5% -$324K 0.4% 78
2018
Q3 		$7.29M Sell
187,080
-2,432
-1% -$92.1K 0.43% 77
2018
Q2 		$6.81M Sell
189,512
-12,776
-6% -$451K 0.46% 78
2018
Q1 		$6.88M Sell
202,288
-5,800
-3% -$203K 0.47% 78
2017
Q4 		$7.01M Sell
208,088
-7,252
-3% -$238K 0.47% 72
2017
Q3 		$6.73M Sell
215,340
-25,820
-11% -$790K 0.48% 77
2017
Q2 		$7.18M Sell
241,160
-14,068
-6% -$413K 0.52% 72
2017
Q1 		$7.26M Sell
255,228
-13,192
-5% -$366K 0.54% 66
2016
Q4 		$7.04M Sell
268,420
-1,276
-0.5% -$33.1K 0.56% 63
2016
Q3 		$7.02M Sell
269,696
-4,892
-2% -$127K 0.57% 64
2016
Q2 		$6.89M Buy
+274,588
New +$6.86M 0.56% 65

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Boston Financial Management's IWF Position: Q4 2024 in Review

Boston Financial Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.6% in Q4 2024, selling an estimated $159K and leaving 60,912 shares worth $6.12M. The position accounts for 0.18% of the portfolio, ranked #91.

Boston Financial Management first reported a position in IWF in Q2 2016 and has held it in 35 quarters since. The position peaked at $7.29M in Q3 2018. 2,304 funds tracked by Wall St. Rank hold IWF as of Q4 2024.

  • Boston Financial Management held 60,912 shares of iShares Russell 1000 Growth ETF worth $6.12M as of Q4 2024.
  • Boston Financial Management sold 1,612 iShares Russell 1000 Growth ETF shares in Q4 2024, an estimated $159K.
  • iShares Russell 1000 Growth ETF made up 0.18% of Boston Financial Management's portfolio in Q4 2024, its #91 holding.
  • Boston Financial Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2016 and has held it in 35 quarters since.
  • Boston Financial Management's iShares Russell 1000 Growth ETF position peaked at $7.29M in Q3 2018.
  • 2,304 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.