BPWM
Badgley Phelps Wealth Managers’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Buy |
6,464
+360
| +6% | +$126K | 0.05% | 151 |
|
|
2025
Q1 | $1.94M | Buy |
6,104
+552
| +10% | +$175K | 0.05% | 153 |
|
|
2024
Q4 | $1.86M | Buy |
5,552
+268
| +5% | +$89.6K | 0.04% | 150 |
|
|
2024
Q3 | $1.73M | Buy |
5,284
+39
| +0.7% | +$12.7K | 0.04% | 153 |
|
|
2024
Q2 | $1.62M | Buy |
5,245
+136
| +3% | +$42K | 0.04% | 147 |
|
|
2024
Q1 | $1.53M | Buy |
5,109
+468
| +10% | +$140K | 0.04% | 148 |
|
|
2023
Q4 | $1.27M | Buy |
4,641
+65
| +1% | +$17.8K | 0.03% | 151 |
|
|
2023
Q3 | $1.12M | Buy |
4,576
+7
| +0.2% | +$1.72K | 0.04% | 144 |
|
|
2023
Q2 | $1.16M | Buy |
4,569
+793
| +21% | +$202K | 0.04% | 142 |
|
|
2023
Q1 | $889K | Sell |
3,776
-246
| -6% | -$57.9K | 0.03% | 132 |
|
|
2022
Q4 | $888K | Buy |
4,022
+735
| +22% | +$162K | 0.04% | 133 |
|
|
2022
Q3 | $681K | Buy |
3,287
+214
| +7% | +$44.3K | 0.03% | 129 |
|
|
2022
Q2 | $668K | Buy |
3,073
+26
| +0.9% | +$5.65K | 0.03% | 133 |
|
|
2022
Q1 | $799K | Sell |
3,047
-1,064
| -26% | -$279K | 0.03% | 138 |
|
|
2021
Q4 | $1.14M | Buy |
4,111
+772
| +23% | +$214K | 0.04% | 129 |
|
|
2021
Q3 | $851K | Buy |
+3,339
| New | +$851K | 0.03% | 136 |
|