BFG
Beacon Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Sell |
8,844
-438
| -5% | -$149K | 0.31% | 82 |
|
|
2025
Q1 | $2.85M | Buy |
9,282
+838
| +10% | +$257K | 0.31% | 85 |
|
|
2024
Q4 | $2.72M | Sell |
8,444
-591
| -7% | -$190K | 0.29% | 86 |
|
|
2024
Q3 | $2.84M | Buy |
9,035
+90
| +1% | +$28.3K | 0.31% | 84 |
|
|
2024
Q2 | $2.66M | Sell |
8,945
-644
| -7% | -$192K | 0.3% | 86 |
|
|
2024
Q1 | $2.76M | Sell |
9,589
-914
| -9% | -$263K | 0.32% | 85 |
|
|
2023
Q4 | $2.75M | Buy |
10,503
+837
| +9% | +$220K | 0.34% | 81 |
|
|
2023
Q3 | $2.4M | Sell |
9,666
-5,990
| -38% | -$1.48M | 0.34% | 82 |
|
|
2023
Q2 | $3.77M | Sell |
15,656
-729
| -4% | -$176K | 0.51% | 66 |
|
|
2023
Q1 | $3.69M | Sell |
16,385
-342
| -2% | -$76.9K | 0.51% | 65 |
|
|
2022
Q4 | $3.52M | Sell |
16,727
-18
| -0.1% | -$3.79K | 0.48% | 63 |
|
|
2022
Q3 | $3.35M | Buy |
16,745
+59
| +0.4% | +$11.8K | 0.52% | 56 |
|
|
2022
Q2 | $3.56M | Sell |
16,686
-78
| -0.5% | -$16.6K | 0.53% | 62 |
|
|
2022
Q1 | $4.25M | Sell |
16,764
-117
| -0.7% | -$29.7K | 0.57% | 57 |
|
|
2021
Q4 | $4.49M | Sell |
16,881
-6,694
| -28% | -$1.78M | 0.58% | 53 |
|
|
2021
Q3 | $5.76M | Sell |
23,575
-220
| -0.9% | -$53.8K | 0.77% | 40 |
|
|
2021
Q2 | $5.79M | Buy |
+23,795
| New | +$5.79M | 0.82% | 38 |
|