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

Lionsbridge 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 Q4	–	Sell	-3,664	Closed	-$344K	–	68
2024 Q3	$344K	Hold	3,664	–	–	0.27%	67
2024 Q2	$334K	Hold	3,664	–	–	0.27%	55
2024 Q1	$309K	Hold	3,664	–	–	0.24%	54
2023 Q4	$278K	Hold	3,664	–	–	0.22%	51
2023 Q3	$244K	Hold	3,664	–	–	0.23%	44
2023 Q2	$252K	Hold	3,664	–	–	0.23%	41
2023 Q1	$224K	Buy	+3,664	New	+$211K	0.21%	43
2022 Q3	–	Sell	-3,664	Closed	-$200K	–	36
2022 Q2	$200K	Hold	3,664	–	–	0.23%	38
2022 Q1	$254K	Hold	3,664	–	–	0.29%	46
2021 Q4	$279K	Hold	3,664	–	–	0.3%	49
2021 Q3	$251K	Hold	3,664	–	–	0.27%	51
2021 Q2	$248K	Hold	3,664	–	–	0.26%	50
2021 Q1	$222K	Hold	3,664	–	–	0.22%	54
2020 Q4	$220K	Buy	+3,664	New	+$209K	0.24%	49
2020 Q1	–	Sell	-3,664	Closed	-$162K	–	175
2019 Q4	$162K	Buy	+3,664	New	+$153K	0.15%	48

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

Lionsbridge Wealth Management's IWF Position: Q4 2024 in Review

Lionsbridge Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2024, closing a stake of 3,664 shares — an estimated $344K sold.

Lionsbridge Wealth Management first reported a position in IWF in Q4 2019 and held it in 15 quarters. The position peaked at $344K in Q3 2024. 2,303 funds tracked by Wall St. Rank hold IWF as of Q4 2024.

Lionsbridge Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2024 after selling out during the quarter.
Lionsbridge Wealth Management sold 3,664 iShares Russell 1000 Growth ETF shares in Q4 2024, an estimated $344K.
Lionsbridge Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 15 quarters.
Lionsbridge Wealth Management's iShares Russell 1000 Growth ETF position peaked at $344K in Q3 2024.
2,303 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2024.

Based on Lionsbridge Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.