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IWF icon

Bridgeworth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bridgeworth’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 		$812K Hold
10,716
– – 0.08% 82
2023
Q3 		$713K Sell
10,716
-188
-2% -$13K 0.08% 83
2023
Q2 		$750K Hold
10,904
– – 0.08% 82
2023
Q1 		$666K Sell
10,904
-308
-3% -$17.7K 0.08% 90
2022
Q4 		$601K Buy
11,212
+668
+6% +$36.7K 0.1% 90
2022
Q3 		$555K Sell
10,544
-1,556
-13% -$91.5K 0.13% 85
2022
Q2 		$662K Sell
12,100
-712
-6% -$42.7K 0.15% 76
2022
Q1 		$889K Sell
12,812
-8
-0.1% -$546 0.2% 65
2021
Q4 		$979K Sell
12,820
-8
-0.1% -$593 0.22% 59
2021
Q3 		$879K Buy
12,828
+712
+6% +$50.4K 0.25% 55
2021
Q2 		$822K Buy
12,116
+380
+3% +$24.5K 0.23% 53
2021
Q1 		$713K Sell
11,736
-192
-2% -$11.7K 0.23% 54
2020
Q4 		$719K Sell
11,928
-132
-1% -$7.51K 0.24% 55
2020
Q3 		$654K Sell
12,060
-1,716
-12% -$90.4K 0.25% 58
2020
Q2 		$661K Buy
13,776
+8
+0.1% +$353 0.26% 59
2020
Q1 		$518K Buy
13,768
+148
+1% +$6.38K 0.24% 61
2019
Q4 		$599K Buy
13,620
+12
+0.1% +$501 0.22% 58
2019
Q3 		$543K Buy
13,608
+88
+0.7% +$3.53K 0.21% 57
2019
Q2 		$532K Buy
13,520
+12
+0.1% +$464 0.2% 61
2019
Q1 		$511K Sell
13,508
-204
-1% -$7.33K 0.2% 64
2018
Q4 		$449K Buy
13,712
+3,120
+29% +$110K 0.26% 56
2018
Q3 		$415K Sell
10,592
-1,148
-10% -$43.5K 0.23% 70
2018
Q2 		$422K Sell
11,740
-124
-1% -$4.38K 0.18% 79
2018
Q1 		$393K Buy
+11,864
New +$416K 0.18% 84
2017
Q3 		– Sell
-14,240
Closed -$424K – 95
2017
Q2 		$424K Sell
14,240
-2,584
-15% -$75.9K 0.22% 79
2017
Q1 		$476K Sell
16,824
-1,420
-8% -$39.4K 0.25% 74
2016
Q4 		$491K Buy
+18,244
New +$474K 0.27% 65

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bridgeworth's IWF Position: Q4 2023 in Review

Bridgeworth held its iShares Russell 1000 Growth ETF (IWF) position steady in Q4 2023 at 10,716 shares worth $812K. The position accounts for 0.08% of the portfolio, ranked #82.

Bridgeworth first reported a position in IWF in Q4 2016 and has held it in 27 quarters since. The position peaked at $979K in Q4 2021. 1,957 funds tracked by Wall St. Rank hold IWF as of Q4 2023.

  • Bridgeworth held 10,716 shares of iShares Russell 1000 Growth ETF worth $812K as of Q4 2023.
  • Bridgeworth left its iShares Russell 1000 Growth ETF share count unchanged in Q4 2023.
  • iShares Russell 1000 Growth ETF made up 0.08% of Bridgeworth's portfolio in Q4 2023, its #82 holding.
  • Bridgeworth first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 27 quarters since.
  • Bridgeworth's iShares Russell 1000 Growth ETF position peaked at $979K in Q4 2021.
  • 1,957 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.