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BridgePort Financial Solutions’s iShares Russell 1000 Growth ETF IWF Stock Holding History

BridgePort Financial Solutions’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
2026
Q1 		$219K Hold
2,056
– – 0.06% 217
2025
Q4 		$244K Hold
2,056
– – 0.07% 209
2025
Q3 		$241K Hold
2,056
– – 0.06% 207
2025
Q2 		$218K Buy
+2,056
New +$197K 0.07% 182

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BridgePort Financial Solutions's IWF Position: Q1 2026 in Review

BridgePort Financial Solutions held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 2,056 shares worth $219K. The position accounts for 0.06% of the portfolio, ranked #217.

BridgePort Financial Solutions first reported a position in IWF in Q2 2025 and has held it in 4 quarters since. The position peaked at $244K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • BridgePort Financial Solutions held 2,056 shares of iShares Russell 1000 Growth ETF worth $219K as of Q1 2026.
  • BridgePort Financial Solutions left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 Growth ETF made up 0.06% of BridgePort Financial Solutions's portfolio in Q1 2026, its #217 holding.
  • BridgePort Financial Solutions first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • BridgePort Financial Solutions's iShares Russell 1000 Growth ETF position peaked at $244K in Q4 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.