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Sargent Bickham Lagudis’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$645K Sell
12,036
-8,296
-41% -$456K 0.05% 160
2022
Q3 		$1.07M Buy
20,332
+7,932
+64% +$466K 0.1% 125
2022
Q2 		$678K Sell
12,400
-1,260
-9% -$75.6K 0.06% 158
2022
Q1 		$948K Buy
13,660
+12
+0.1% +$819 0.07% 143
2021
Q4 		$1.04M Buy
13,648
+296
+2% +$21.9K 0.08% 131
2021
Q3 		$915K Buy
13,352
+8
+0.1% +$566 0.07% 129
2021
Q2 		$906K Buy
13,344
+2,180
+20% +$141K 0.07% 129
2021
Q1 		$678K Sell
11,164
-108
-1% -$6.57K 0.06% 137
2020
Q4 		$680K Buy
11,272
+8
+0.1% +$455 0.06% 135
2020
Q3 		$611K Buy
11,264
+512
+5% +$27K 0.06% 129
2020
Q2 		$516K Buy
10,752
+8
+0.1% +$353 0.06% 138
2020
Q1 		$405K Sell
10,744
-88
-0.8% -$3.79K 0.05% 155
2019
Q4 		$476K Buy
10,832
+16
+0.1% +$668 0.05% 147
2019
Q3 		$432K Buy
10,816
+812
+8% +$32.6K 0.05% 142
2019
Q2 		$394K Sell
10,004
-756
-7% -$29.3K 0.05% 152
2019
Q1 		$407K Buy
10,760
+988
+10% +$35.5K 0.05% 157
2018
Q4 		$320K Buy
9,772
+36
+0.4% +$1.27K 0.04% 165
2018
Q3 		$380K Buy
9,736
+16
+0.2% +$606 0.05% 156
2018
Q2 		$349K Sell
9,720
-748
-7% -$26.4K 0.04% 154
2018
Q1 		$356K Buy
10,468
+16
+0.2% +$561 0.04% 154
2017
Q4 		$352K Sell
10,452
-6,676
-39% -$219K 0.04% 163
2017
Q3 		$536K Sell
17,128
-700
-4% -$21.4K 0.07% 145
2017
Q2 		$531K Sell
17,828
-10,276
-37% -$302K 0.07% 141
2017
Q1 		$800K Buy
28,104
+5,244
+23% +$145K 0.1% 126
2016
Q4 		$600K Buy
22,860
+1,504
+7% +$39K 0.09% 126
2016
Q3 		$556K Buy
21,356
+16,620
+351% +$432K 0.08% 129
2016
Q2 		$119K Sell
4,736
-2,444
-34% -$61K 0.02% 250
2016
Q1 		$179K Buy
+7,180
New +$170K 0.03% 217

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sargent Bickham Lagudis's IWF Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its iShares Russell 1000 Growth ETF (IWF) stake by 41% in Q4 2022, selling an estimated $456K and leaving 12,036 shares worth $645K. The position accounts for 0.05% of the portfolio, ranked #160.

Sargent Bickham Lagudis first reported a position in IWF in Q1 2016 and has held it in 28 quarters since. The position peaked at $1.07M in Q3 2022. 1,690 funds tracked by Wall St. Rank hold IWF as of Q4 2022.

  • Sargent Bickham Lagudis held 12,036 shares of iShares Russell 1000 Growth ETF worth $645K as of Q4 2022.
  • Sargent Bickham Lagudis sold 8,296 iShares Russell 1000 Growth ETF shares in Q4 2022, an estimated $456K.
  • iShares Russell 1000 Growth ETF made up 0.05% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #160 holding.
  • Sargent Bickham Lagudis first reported a position in iShares Russell 1000 Growth ETF in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's iShares Russell 1000 Growth ETF position peaked at $1.07M in Q3 2022.
  • 1,690 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.