Bridge Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bridge Advisory’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
2023 Q4	–	Sell	-3,212	Closed	-$213K	–	133
2023 Q3	$213K	Buy	+3,212	New	+$222K	0.07%	141
2022 Q4	–	Sell	-4,700	Closed	-$247K	–	132
2022 Q3	$247K	Buy	+4,700	New	+$276K	0.12%	98

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bridge Advisory's IWF Position: Q4 2023 in Review

Bridge Advisory sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2023, closing a stake of 3,212 shares — an estimated $213K sold.

Bridge Advisory first reported a position in IWF in Q3 2022 and held it in 2 quarters. The position peaked at $247K in Q3 2022. 1,957 funds tracked by Wall St. Rank hold IWF as of Q4 2023.

Bridge Advisory reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2023 after selling out during the quarter.
Bridge Advisory sold 3,212 iShares Russell 1000 Growth ETF shares in Q4 2023, an estimated $213K.
Bridge Advisory first reported a position in iShares Russell 1000 Growth ETF in Q3 2022 and held it in 2 quarters.
Bridge Advisory's iShares Russell 1000 Growth ETF position peaked at $247K in Q3 2022.
1,957 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2023.

Based on Bridge Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.