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IWF icon

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

Brightworth’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
2022
Q3 		$1.47M Sell
27,920
-184
-0.7% -$10.8K 0.16% 65
2022
Q2 		$1.54M Buy
28,104
+2,092
+8% +$126K 0.16% 62
2022
Q1 		$1.8M Sell
26,012
-120
-0.5% -$8.19K 0.18% 56
2021
Q4 		$2M Sell
26,132
-864
-3% -$64K 0.18% 55
2021
Q3 		$1.85M Sell
26,996
-232
-0.9% -$16.4K 0.17% 55
2021
Q2 		$1.85M Sell
27,228
-496
-2% -$32K 0.16% 53
2021
Q1 		$1.69M Sell
27,724
-7,208
-21% -$439K 0.16% 51
2020
Q4 		$2.11M Sell
34,932
-3,236
-8% -$184K 0.21% 46
2020
Q3 		$2.07M Sell
38,168
-10,664
-22% -$562K 0.23% 42
2020
Q2 		$2.34M Sell
48,832
-8,772
-15% -$387K 0.33% 40
2020
Q1 		$2.17M Sell
57,604
-6,448
-10% -$278K 0.38% 35
2019
Q4 		$2.82M Sell
64,052
-1,492
-2% -$62.3K 0.53% 40
2019
Q3 		$2.62M Sell
65,544
-4,568
-7% -$183K 0.54% 36
2019
Q2 		$2.76M Sell
70,112
-538,976
-88% -$20.9M 0.58% 36
2019
Q1 		$23M Sell
609,088
-351,744
-37% -$12.6M 4.82% 3
2018
Q4 		$31.4M Sell
960,832
-17,936
-2% -$632K 7.23% 2
2018
Q3 		$38.2M Sell
978,768
-39,228
-4% -$1.49M 8.47% 2
2018
Q2 		$36.6M Sell
1,017,996
-172,912
-15% -$6.1M 8.79% 2
2018
Q1 		$40.5M Sell
1,190,908
-698,496
-37% -$24.5M 9.36% 2
2017
Q4 		$63.6M Sell
1,889,404
-17,844
-0.9% -$585K 14.36% 2
2017
Q3 		$59.6M Buy
1,907,248
+97,180
+5% +$2.97M 14.48% 2
2017
Q2 		$53.9M Sell
1,810,068
-94,960
-5% -$2.79M 29.82% 2
2017
Q1 		$54.2M Buy
1,905,028
+11,776
+0.6% +$327K 29.69% 2
2016
Q4 		$49.7M Buy
1,893,252
+82,232
+5% +$2.13M 27.3% 2
2016
Q3 		$45.5M Sell
1,811,020
-5,032
-0.3% -$131K 34.17% 2
2016
Q2 		$45.6M Sell
1,816,052
-7,968
-0.4% -$199K 34.41% 2
2016
Q1 		$45.5M Buy
1,824,020
+1,792,004
+5,597% +$42.3M 34.79% 2
2015
Q4 		$796K Buy
+32,016
New +$799K 0.81% 7

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Brightworth's IWF Position: Q3 2022 in Review

Brightworth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.65% in Q3 2022, selling an estimated $10.8K and leaving 27,920 shares worth $1.47M. The position accounts for 0.16% of the portfolio, ranked #65.

Brightworth first reported a position in IWF in Q4 2015 and has held it in 28 quarters since. The position peaked at $63.6M in Q4 2017. 1,574 funds tracked by Wall St. Rank hold IWF as of Q3 2022.

  • Brightworth held 27,920 shares of iShares Russell 1000 Growth ETF worth $1.47M as of Q3 2022.
  • Brightworth sold 184 iShares Russell 1000 Growth ETF shares in Q3 2022, an estimated $10.8K.
  • iShares Russell 1000 Growth ETF made up 0.16% of Brightworth's portfolio in Q3 2022, its #65 holding.
  • Brightworth first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 28 quarters since.
  • Brightworth's iShares Russell 1000 Growth ETF position peaked at $63.6M in Q4 2017.
  • 1,574 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.