BBA
IWF icon

Braun-Bostich & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Braun-Bostich & Associates’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
Q1 		– Sell
-5,232
Closed -$367K – 106
2021
Q4 		$367K Buy
+5,232
New +$388K 0.09% 70
2020
Q3 		– Sell
-76
Closed -$4K – 292
2020
Q2 		$4K Buy
+76
New +$3.35K ﹤0.01% 278

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Braun-Bostich & Associates's IWF Position: Q1 2022 in Review

Braun-Bostich & Associates sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2022, closing a stake of 5,232 shares — an estimated $367K sold.

Braun-Bostich & Associates first reported a position in IWF in Q2 2020 and held it in 2 quarters. The position peaked at $367K in Q4 2021. 1,660 funds tracked by Wall St. Rank hold IWF as of Q1 2022.

  • Braun-Bostich & Associates reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Braun-Bostich & Associates sold 5,232 iShares Russell 1000 Growth ETF shares in Q1 2022, an estimated $367K.
  • Braun-Bostich & Associates first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and held it in 2 quarters.
  • Braun-Bostich & Associates's iShares Russell 1000 Growth ETF position peaked at $367K in Q4 2021.
  • 1,660 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2022.

Based on Braun-Bostich & Associates's 13F filing for Q1 2022, filed 13 May 2022.