Eagle Ridge Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Eagle Ridge Investment 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 Q4	$241K	Hold	2,400	–	–	0.02%	134
2024 Q3	$225K	Hold	2,400	–	–	0.02%	135
2024 Q2	$219K	Hold	2,400	–	–	0.02%	134
2024 Q1	$202K	Buy	+2,400	New	+$193K	0.02%	146
2022 Q1	–	Sell	-2,800	Closed	-$214K	–	163
2021 Q4	$214K	Buy	+2,800	New	+$208K	0.02%	152
2020 Q4	–	Sell	-5,028	Closed	-$273K	–	137
2020 Q3	$273K	Buy	+5,028	New	+$265K	0.04%	125

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Eagle Ridge Investment Management's IWF Position: Q4 2024 in Review

Eagle Ridge Investment Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q4 2024 at 2,400 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #134.

Eagle Ridge Investment Management first reported a position in IWF in Q3 2020 and has held it in 6 quarters since. The position peaked at $273K in Q3 2020. 2,303 funds tracked by Wall St. Rank hold IWF as of Q4 2024.

Eagle Ridge Investment Management held 2,400 shares of iShares Russell 1000 Growth ETF worth $241K as of Q4 2024.
Eagle Ridge Investment Management left its iShares Russell 1000 Growth ETF share count unchanged in Q4 2024.
iShares Russell 1000 Growth ETF made up 0.02% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #134 holding.
Eagle Ridge Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and has held it in 6 quarters since.
Eagle Ridge Investment Management's iShares Russell 1000 Growth ETF position peaked at $273K in Q3 2020.
2,303 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.