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YorkBridge Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

YorkBridge Wealth 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
2022
Q4 		$3.02M Buy
56,380
+7,268
+15% +$400K 0.77% 36
2022
Q3 		$2.58M Sell
49,112
-38,220
-44% -$2.25M 0.67% 39
2022
Q2 		$4.78M Buy
87,332
+23,756
+37% +$1.43M 1.25% 17
2022
Q1 		$4.41M Buy
63,576
+12,824
+25% +$875K 0.97% 23
2021
Q4 		$3.88M Buy
50,752
+3,856
+8% +$286K 0.87% 31
2021
Q3 		$3.21M Buy
46,896
+1,628
+4% +$115K 0.81% 34
2021
Q2 		$3.07M Buy
45,268
+4
+0% +$258 0.8% 34
2021
Q1 		$2.75M Sell
45,264
-856
-2% -$52.1K 0.81% 33
2020
Q4 		$2.78M Sell
46,120
-1,100
-2% -$62.6K 0.93% 33
2020
Q3 		$2.56M Sell
47,220
-1,376
-3% -$72.5K 1.08% 26
2020
Q2 		$2.33M Buy
48,596
+976
+2% +$43K 1.07% 26
2020
Q1 		$1.79M Buy
47,620
+624
+1% +$26.9K 1.1% 23
2019
Q4 		$2.07M Sell
46,996
-32
-0.1% -$1.34K 0.95% 31
2019
Q3 		$1.88M Sell
47,028
-400
-0.8% -$16K 0.95% 33
2019
Q2 		$1.87M Hold
47,428
– – 0.83% 31
2019
Q1 		$1.79M Sell
47,428
-4,456
-9% -$160K 0.83% 36
2018
Q4 		$1.7M Buy
51,884
+1,084
+2% +$38.2K 0.9% 26
2018
Q3 		$1.99M Buy
50,800
+40
+0.1% +$1.51K 0.91% 24
2018
Q2 		$1.82M Buy
50,760
+40
+0.1% +$1.41K 0.8% 26
2018
Q1 		$1.74M Buy
50,720
+180
+0.4% +$6.31K 0.8% 26
2017
Q4 		$1.71M Sell
50,540
-4,820
-9% -$158K 0.82% 25
2017
Q3 		$1.73M Buy
55,360
+328
+0.6% +$10K 0.9% 26
2017
Q2 		$1.63M Sell
55,032
-5,840
-10% -$171K 0.87% 25
2017
Q1 		$1.78M Buy
60,872
+2,624
+5% +$72.8K 0.93% 26
2016
Q4 		$1.53M Buy
+58,248
New +$1.51M 0.9% 27

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

YorkBridge Wealth Partners's IWF Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 15% in Q4 2022, buying an estimated $400K and bringing the position to 56,380 shares worth $3.02M. The position accounts for 0.77% of the portfolio, ranked #36.

YorkBridge Wealth Partners first reported a position in IWF in Q4 2016 and has held it in 25 quarters since. The position peaked at $4.78M in Q2 2022. 1,690 funds tracked by Wall St. Rank hold IWF as of Q4 2022.

  • YorkBridge Wealth Partners held 56,380 shares of iShares Russell 1000 Growth ETF worth $3.02M as of Q4 2022.
  • YorkBridge Wealth Partners bought 7,268 iShares Russell 1000 Growth ETF shares in Q4 2022, an estimated $400K.
  • iShares Russell 1000 Growth ETF made up 0.77% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #36 holding.
  • YorkBridge Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $4.78M in Q2 2022.
  • 1,690 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.