Bromfield Sneider Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bromfield Sneider Wealth Advisors’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
2024 Q1	$300K	Buy	3,564 +4	+0.1%	+$322	0.19%	40
2023 Q4	$270K	Buy	3,560 +4	+0.1%	+$283	0.18%	39
2023 Q3	$236K	Sell	3,556 -100	-3%	-$6.91K	0.18%	37
2023 Q2	$251K	Buy	3,656 +4	+0.1%	+$254	0.2%	34
2023 Q1	$223K	Hold	3,652	–	–	0.19%	36
2022 Q4	$195K	Sell	3,652 -3,672	-50%	-$202K	0.18%	35
2022 Q3	$385K	Hold	7,324	–	–	0.46%	19
2022 Q2	$400K	Buy	7,324 +6,824	+1,365%	+$410K	0.49%	19
2022 Q1	$35K	Buy	+500	New	+$34.1K	0.04%	80

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's IWF Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.11% in Q1 2024, buying an estimated $322 and bringing the position to 3,564 shares worth $300K. The position accounts for 0.19% of the portfolio, ranked #40.

Bromfield Sneider Wealth Advisors first reported a position in IWF in Q1 2022 and has held it in 9 quarters since. The position peaked at $400K in Q2 2022. 1,965 funds tracked by Wall St. Rank hold IWF as of Q1 2024.

Bromfield Sneider Wealth Advisors held 3,564 shares of iShares Russell 1000 Growth ETF worth $300K as of Q1 2024.
Bromfield Sneider Wealth Advisors bought 4 iShares Russell 1000 Growth ETF shares in Q1 2024, an estimated $322.
iShares Russell 1000 Growth ETF made up 0.19% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #40 holding.
Bromfield Sneider Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 9 quarters since.
Bromfield Sneider Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $400K in Q2 2022.
1,965 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.