Bridgecreek Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bridgecreek Investment 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
2023 Q4	$455K	Hold	6,000	–	–	0.09%	73
2023 Q3	$399K	Hold	6,000	–	–	0.08%	75
2023 Q2	$413K	Hold	6,000	–	–	0.08%	78
2023 Q1	$366K	Hold	6,000	–	–	0.08%	78
2022 Q4	$321K	Hold	6,000	–	–	0.07%	85
2022 Q3	$316K	Hold	6,000	–	–	0.07%	94
2022 Q2	$328K	Hold	6,000	–	–	0.07%	92
2022 Q1	$416K	Hold	6,000	–	–	0.06%	99
2021 Q4	$458K	Hold	6,000	–	–	0.06%	95
2021 Q3	$411K	Hold	6,000	–	–	0.06%	89
2021 Q2	$407K	Hold	6,000	–	–	0.06%	87
2021 Q1	$365K	Hold	6,000	–	–	0.06%	83
2020 Q4	$362K	Hold	6,000	–	–	0.05%	81
2020 Q3	$325K	Hold	6,000	–	–	0.06%	76
2020 Q2	$288K	Hold	6,000	–	–	0.05%	75
2020 Q1	$226K	Hold	6,000	–	–	0.06%	73
2019 Q4	$264K	Hold	6,000	–	–	0.05%	105
2019 Q3	$239K	Hold	6,000	–	–	0.05%	106
2019 Q2	$236K	Hold	6,000	–	–	0.05%	101
2019 Q1	$227K	Buy	+6,000	New	+$216K	0.05%	105
2018 Q4	–	Sell	-6,000	Closed	-$234K	–	110
2018 Q3	$234K	Hold	6,000	–	–	0.05%	108
2018 Q2	$216K	Hold	6,000	–	–	0.05%	110
2018 Q1	$204K	Hold	6,000	–	–	0.05%	113
2017 Q4	$202K	Buy	+6,000	New	+$197K	0.05%	109
2013 Q4	–	Sell	-6,000	Closed	-$117K	–	135
2013 Q3	$117K	Hold	6,000	–	–	0.03%	124
2013 Q2	$109K	Buy	+6,000	New	+$110K	0.04%	114

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bridgecreek Investment Management's IWF Position: Q4 2023 in Review

Bridgecreek Investment Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q4 2023 at 6,000 shares worth $455K. The position accounts for 0.09% of the portfolio, ranked #73.

Bridgecreek Investment Management first reported a position in IWF in Q2 2013 and has held it in 26 quarters since. The position peaked at $458K in Q4 2021. 1,959 funds tracked by Wall St. Rank hold IWF as of Q4 2023.

Bridgecreek Investment Management held 6,000 shares of iShares Russell 1000 Growth ETF worth $455K as of Q4 2023.
Bridgecreek Investment Management left its iShares Russell 1000 Growth ETF share count unchanged in Q4 2023.
iShares Russell 1000 Growth ETF made up 0.09% of Bridgecreek Investment Management's portfolio in Q4 2023, its #73 holding.
Bridgecreek Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 26 quarters since.
Bridgecreek Investment Management's iShares Russell 1000 Growth ETF position peaked at $458K in Q4 2021.
1,959 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2023.

Based on Bridgecreek Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.