BIC
IWF icon

Bridges Investment Counsel’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bridges Investment Counsel’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
2017
Q4 		$464K Sell
13,780
-880
-6% -$28.8K 0.26% 86
2017
Q3 		$459K Sell
14,660
-23,460
-62% -$718K 0.26% 89
2017
Q2 		$1.13M Sell
38,120
-25,540
-40% -$750K 0.26% 84
2017
Q1 		$1.81M Buy
63,660
+31,380
+97% +$870K 0.53% 50
2016
Q4 		$846K Buy
32,280
+8,760
+37% +$227K 0.21% 97
2016
Q3 		$612K Sell
23,520
-500
-2% -$13K 0.13% 103
2016
Q2 		$603K Buy
24,020
+4,340
+22% +$108K 0.13% 108
2016
Q1 		$491K Sell
19,680
-1,160,040
-98% -$27.4M 0.11% 116
2015
Q4 		$29.2M Hold
1,179,720
– – 5.06% 3
2015
Q3 		$29.2M Buy
1,179,720
+1,159,500
+5,734% +$28.5M 5.06% 3
2015
Q2 		$501K Hold
20,220
– – 0.12% 117
2015
Q1 		$500K Hold
20,220
– – 0.11% 122
2014
Q4 		$483K Sell
20,220
-280
-1% -$6.55K 0.11% 123
2014
Q3 		$470K Sell
20,500
-400
-2% -$9.16K 0.11% 122
2014
Q2 		$475K Sell
20,900
-1,300
-6% -$28.5K 0.11% 125
2014
Q1 		$480K Sell
22,200
-2,540
-10% -$54.5K 0.11% 122
2013
Q4 		$532K Sell
24,740
-2,628
-10% -$53.9K 0.12% 118
2013
Q3 		$536K Buy
27,368
+540
+2% +$10.3K 0.13% 118
2013
Q2 		$488K Buy
+26,828
New +$491K 0.13% 117

Other funds holding IWF

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Bridges Investment Counsel's IWF Position: Q4 2017 in Review

Bridges Investment Counsel reduced its iShares Russell 1000 Growth ETF (IWF) stake by 6% in Q4 2017, selling an estimated $28.8K and leaving 13,780 shares worth $464K. The position accounts for 0.26% of the portfolio, ranked #86.

Bridges Investment Counsel first reported a position in IWF in Q2 2013 and has held it in 19 quarters since. The position peaked at $29.2M in Q4 2015. 950 funds tracked by Wall St. Rank hold IWF as of Q4 2017.

  • Bridges Investment Counsel held 13,780 shares of iShares Russell 1000 Growth ETF worth $464K as of Q4 2017.
  • Bridges Investment Counsel sold 880 iShares Russell 1000 Growth ETF shares in Q4 2017, an estimated $28.8K.
  • iShares Russell 1000 Growth ETF made up 0.26% of Bridges Investment Counsel's portfolio in Q4 2017, its #86 holding.
  • Bridges Investment Counsel first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 19 quarters since.
  • Bridges Investment Counsel's iShares Russell 1000 Growth ETF position peaked at $29.2M in Q4 2015.
  • 950 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2017.

Based on Bridges Investment Counsel's 13F filing for Q4 2017, filed 9 Feb 2018.