Brophy Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Brophy Wealth 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
2024 Q3	$375K	Buy	+3,996	New	+$362K	0.13%	156

Other funds holding IWF

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Brophy Wealth Management's IWF Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q3 2024: 3,996 shares worth $375K. The stake represents 0.13% of the portfolio and ranks #156 among its holdings.

2,071 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

Brophy Wealth Management held 3,996 shares of iShares Russell 1000 Growth ETF worth $375K as of Q3 2024.
iShares Russell 1000 Growth ETF was a new Brophy Wealth Management position in Q3 2024.
iShares Russell 1000 Growth ETF made up 0.13% of Brophy Wealth Management's portfolio in Q3 2024, its #156 holding.
2,071 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.