R.H. Bluestein & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History

R.H. Bluestein & Co’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
2022 Q3	$236K	Hold	4,480	–	–	0.01%	288
2022 Q2	$245K	Hold	4,480	–	–	0.02%	301
2022 Q1	$311K	Hold	4,480	–	–	0.01%	281
2021 Q4	$342K	Buy	4,480 +800	+22%	+$59.3K	0.01%	292
2021 Q3	$252K	Hold	3,680	–	–	0.01%	356
2021 Q2	$250K	Hold	3,680	–	–	0.01%	366
2021 Q1	$224K	Hold	3,680	–	–	0.01%	377
2020 Q4	$222K	Buy	+3,680	New	+$209K	0.01%	356

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

R.H. Bluestein & Co's IWF Position: Q3 2022 in Review

R.H. Bluestein & Co held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2022 at 4,480 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #288.

R.H. Bluestein & Co first reported a position in IWF in Q4 2020 and has held it in 8 quarters since. The position peaked at $342K in Q4 2021. 1,574 funds tracked by Wall St. Rank hold IWF as of Q3 2022.

R.H. Bluestein & Co held 4,480 shares of iShares Russell 1000 Growth ETF worth $236K as of Q3 2022.
R.H. Bluestein & Co left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2022.
iShares Russell 1000 Growth ETF made up 0.01% of R.H. Bluestein & Co's portfolio in Q3 2022, its #288 holding.
R.H. Bluestein & Co first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 8 quarters since.
R.H. Bluestein & Co's iShares Russell 1000 Growth ETF position peaked at $342K in Q4 2021.
1,574 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2022.

Based on R.H. Bluestein & Co's 13F filing for Q3 2022, filed 14 Nov 2022.