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Cedar Brook Financial Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cedar Brook Financial 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
2024
Q2 		– Sell
-6,200
Closed -$523K – 221
2024
Q1 		$523K Buy
6,200
+4
+0.1% +$322 0.1% 201
2023
Q4 		$473K Sell
6,196
-180
-3% -$12.7K 0.11% 203
2023
Q3 		$424K Buy
6,376
+16
+0.3% +$1.1K 0.11% 192
2023
Q2 		$438K Buy
6,360
+8
+0.1% +$509 0.1% 203
2023
Q1 		$388K Sell
6,352
-76
-1% -$4.38K 0.1% 219
2022
Q4 		$344K Buy
6,428
+1,408
+28% +$77.5K 0.1% 235
2022
Q3 		$264K Hold
5,020
– – 0.08% 265
2022
Q2 		$274K Buy
5,020
+8
+0.2% +$480 0.09% 259
2022
Q1 		$348K Sell
5,012
-2,320
-32% -$158K 0.09% 239
2021
Q4 		$560K Buy
7,332
+2,344
+47% +$174K 0.14% 169
2021
Q3 		$342K Hold
4,988
– – 0.1% 222
2021
Q2 		$339K Buy
4,988
+12
+0.2% +$774 0.1% 242
2021
Q1 		$302K Sell
4,976
-1,728
-26% -$105K 0.1% 222
2020
Q4 		$404K Sell
6,704
-5,824
-46% -$331K 0.14% 172
2020
Q3 		$679K Sell
12,528
-1,376
-10% -$72.5K 0.27% 106
2020
Q2 		$667K Buy
13,904
+1,216
+10% +$53.6K 0.3% 99
2020
Q1 		$478K Buy
12,688
+116
+0.9% +$5K 0.27% 111
2019
Q4 		$553K Buy
12,572
+12
+0.1% +$501 0.24% 128
2019
Q3 		$501K Sell
12,560
-68
-0.5% -$2.73K 0.22% 144
2019
Q2 		$497K Sell
12,628
-24
-0.2% -$929 0.23% 145
2019
Q1 		$479K Buy
12,652
+2,244
+22% +$80.6K 0.23% 141
2018
Q4 		$341K Buy
+10,408
New +$367K 0.21% 159

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cedar Brook Financial Partners's IWF Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2024, closing a stake of 6,200 shares — an estimated $523K sold.

Cedar Brook Financial Partners first reported a position in IWF in Q4 2018 and held it in 22 quarters. The position peaked at $679K in Q3 2020. 2,027 funds tracked by Wall St. Rank hold IWF as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 6,200 iShares Russell 1000 Growth ETF shares in Q2 2024, an estimated $523K.
  • Cedar Brook Financial Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's iShares Russell 1000 Growth ETF position peaked at $679K in Q3 2020.
  • 2,027 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.