Cardinal Point Wealth Management Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cardinal Point Wealth Management Partners’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 Q1	$226K	Buy	+3,692	New	+$213K	0.07%	74
2022 Q3	–	Sell	-3,692	Closed	-$202K	–	51
2022 Q2	$202K	Buy	+3,692	New	+$222K	0.1%	49

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

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

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

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

Cardinal Point Wealth Management Partners's IWF Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q1 2023: 3,692 shares worth $226K. The stake represents 0.07% of the portfolio and ranks #74 among its holdings. This is a return to the name: Cardinal Point Wealth Management Partners previously reported a position in IWF as recently as Q2 2022.

Cardinal Point Wealth Management Partners first reported a position in IWF in Q2 2022 and has held it in 2 quarters since. 1,696 funds tracked by Wall St. Rank hold IWF as of Q1 2023.

Cardinal Point Wealth Management Partners held 3,692 shares of iShares Russell 1000 Growth ETF worth $226K as of Q1 2023.
iShares Russell 1000 Growth ETF was a new Cardinal Point Wealth Management Partners position in Q1 2023.
iShares Russell 1000 Growth ETF made up 0.07% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #74 holding.
Cardinal Point Wealth Management Partners first reported a position in iShares Russell 1000 Growth ETF in Q2 2022 and has held it in 2 quarters since.
1,696 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.