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

Bridgewealth Advisory Group’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 		$250K Buy
2,340
+228
+11% +$25.9K 0.05% 106
2025
Q4 		$250K Hold
2,112
– – 0.06% 106
2025
Q3 		$247K Hold
2,112
– – 0.06% 101
2025
Q2 		$224K Buy
+2,112
New +$202K 0.06% 103
2025
Q1 		– Sell
-2,108
Closed -$219K – 75
2024
Q4 		$219K Buy
+2,108
New +$207K 0.06% 102

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

Bridgewealth Advisory Group's IWF Position: Q1 2026 in Review

Bridgewealth Advisory Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 11% in Q1 2026, buying an estimated $25.9K and bringing the position to 2,340 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #106.

Bridgewealth Advisory Group first reported a position in IWF in Q4 2024 and has held it in 5 quarters since. The position peaked at $250K in Q4 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Bridgewealth Advisory Group held 2,340 shares of iShares Russell 1000 Growth ETF worth $250K as of Q1 2026.
  • Bridgewealth Advisory Group bought 228 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $25.9K.
  • iShares Russell 1000 Growth ETF made up 0.05% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #106 holding.
  • Bridgewealth Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • Bridgewealth Advisory Group's iShares Russell 1000 Growth ETF position peaked at $250K in Q4 2025.
  • 2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.