Beacon Financial Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Sell |
4,415
-697
| -14% | -$296K | 0.48% | 42 |
|
|
2025
Q1 | $1.85M | Buy |
5,112
+482
| +10% | +$174K | 0.56% | 34 |
|
|
2024
Q4 | $1.86M | Buy |
4,630
+428
| +10% | +$172K | 0.6% | 29 |
|
|
2024
Q3 | $1.58M | Buy |
4,202
+439
| +12% | +$165K | 0.54% | 42 |
|
|
2024
Q2 | $1.37M | Buy |
3,763
+252
| +7% | +$91.9K | 0.51% | 40 |
|
|
2024
Q1 | $1.18M | Buy |
3,511
+241
| +7% | +$81.2K | 0.58% | 36 |
|
|
2023
Q4 | $991K | Buy |
3,270
+316
| +11% | +$95.8K | 0.48% | 60 |
|
|
2023
Q3 | $786K | Buy |
2,954
+407
| +16% | +$108K | 0.43% | 70 |
|
|
2023
Q2 | $701K | Buy |
2,547
+6
| +0.2% | +$1.65K | 0.4% | 79 |
|
|
2023
Q1 | $621K | Buy |
2,541
+220
| +9% | +$53.7K | 0.39% | 82 |
|
|
2022
Q4 | $497K | Buy |
2,321
+214
| +10% | +$45.8K | 0.36% | 95 |
|
|
2022
Q3 | $443K | Buy |
2,107
+339
| +19% | +$71.3K | 0.32% | 103 |
|
|
2022
Q2 | $387K | Buy |
1,768
+53
| +3% | +$11.6K | 0.22% | 137 |
|
|
2022
Q1 | $476K | Buy |
1,715
+1
| +0.1% | +$278 | 0.23% | 132 |
|
|
2021
Q4 | $524K | Buy |
1,714
+33
| +2% | +$10.1K | 0.24% | 128 |
|
|
2021
Q3 | $461K | Buy |
1,681
+91
| +6% | +$25K | 0.24% | 129 |
|
|
2021
Q2 | $432K | Buy |
1,590
+190
| +14% | +$51.6K | 0.23% | 138 |
|
|
2021
Q1 | $340K | Sell |
1,400
-287
| -17% | -$69.7K | 0.19% | 143 |
|
|
2020
Q4 | $406K | Sell |
1,687
-587
| -26% | -$141K | 0.26% | 117 |
|
|
2020
Q3 | $493K | Sell |
2,274
-1,374
| -38% | -$298K | 0.43% | 72 |
|
|
2020
Q2 | $700K | Buy |
3,648
+1
| +0% | +$192 | 0.76% | 37 |
|
|
2020
Q1 | $549K | Buy |
3,647
+164
| +5% | +$24.7K | 0.7% | 43 |
|
|
2019
Q4 | $612K | Buy |
+3,483
| New | +$612K | 0.52% | 56 |
|