BWM
BCGM Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.2M | Sell |
28,705
-749
| -3% | -$318K | 3.44% | 5 |
|
2025
Q1 | $10.6M | Buy |
29,454
+1,725
| +6% | +$623K | 3.27% | 4 |
|
2024
Q4 | $11.1M | Sell |
27,729
-246
| -0.9% | -$98.8K | 3.53% | 5 |
|
2024
Q3 | $10.5M | Sell |
27,975
-442
| -2% | -$166K | 3.41% | 6 |
|
2024
Q2 | $10.4M | Buy |
28,417
+10,290
| +57% | +$3.75M | 3.59% | 5 |
|
2024
Q1 | $6.11M | Buy |
18,127
+16,878
| +1,351% | +$5.69M | 2.19% | 9 |
|
2023
Q4 | $379K | Buy |
+1,249
| New | +$379K | 0.15% | 94 |
|