Bridgewater Wealth & Financial Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bridgewater Wealth & Financial 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
2017 Q3	–	Sell	-8,844	Closed	-$263K	–	69
2017 Q2	$263K	Sell	8,844 -516	-6%	-$15.1K	0.09%	98
2017 Q1	$266K	Sell	9,360 -640	-6%	-$17.8K	0.1%	89
2016 Q4	$262K	Sell	10,000 -820	-8%	-$21.3K	0.1%	90
2016 Q3	$282K	Hold	10,820	–	–	0.1%	83
2016 Q2	$271K	Sell	10,820 -200	-2%	-$4.99K	0.1%	86
2016 Q1	$275K	Buy	11,020 +360	+3%	+$8.51K	0.1%	88
2015 Q4	$265K	Buy	10,660 +148	+1%	+$3.69K	0.1%	73
2015 Q3	$244K	Sell	10,512 -336	-3%	-$8.27K	0.1%	77
2015 Q2	$269K	Hold	10,848	–	–	0.11%	65
2015 Q1	$268K	Sell	10,848 -4,732	-30%	-$116K	0.11%	65
2014 Q4	$372K	Buy	+15,580	New	+$365K	0.15%	73

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Bridgewater Wealth & Financial Management's IWF Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2017, closing a stake of 8,844 shares — an estimated $263K sold.

Bridgewater Wealth & Financial Management first reported a position in IWF in Q4 2014 and held it in 11 quarters. The position peaked at $372K in Q4 2014. 816 funds tracked by Wall St. Rank hold IWF as of Q3 2017.

Bridgewater Wealth & Financial Management reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2017 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 8,844 iShares Russell 1000 Growth ETF shares in Q3 2017, an estimated $263K.
Bridgewater Wealth & Financial Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and held it in 11 quarters.
Bridgewater Wealth & Financial Management's iShares Russell 1000 Growth ETF position peaked at $372K in Q4 2014.
816 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.