BFG
Beacon Financial Group’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 | $1.89M | Sell |
4,445
-22
| -0.5% | -$9.34K | 0.2% | 117 |
|
|
2025
Q1 | $1.61M | Sell |
4,467
-727
| -14% | -$263K | 0.18% | 126 |
|
|
2024
Q4 | $2.09M | Sell |
5,194
-146
| -3% | -$58.6K | 0.22% | 102 |
|
|
2024
Q3 | $2M | Hold |
5,340
| – | – | 0.22% | 110 |
|
|
2024
Q2 | $1.95M | Sell |
5,340
-78
| -1% | -$28.4K | 0.22% | 111 |
|
|
2024
Q1 | $1.83M | Buy |
5,418
+4
| +0.1% | +$1.35K | 0.21% | 113 |
|
|
2023
Q4 | $1.64M | Buy |
5,414
+1,307
| +32% | +$396K | 0.2% | 115 |
|
|
2023
Q3 | $1.16M | Sell |
4,107
-5,670
| -58% | -$1.6M | 0.16% | 125 |
|
|
2023
Q2 | $2.65M | Sell |
9,777
-13
| -0.1% | -$3.53K | 0.36% | 78 |
|
|
2023
Q1 | $2.38M | Sell |
9,790
-506
| -5% | -$123K | 0.33% | 79 |
|
|
2022
Q4 | $2.21M | Sell |
10,296
-35
| -0.3% | -$7.5K | 0.3% | 86 |
|
|
2022
Q3 | $2.21M | Sell |
10,331
-2,518
| -20% | -$539K | 0.34% | 79 |
|
|
2022
Q2 | $3.61M | Hold |
12,849
| – | – | 0.54% | 61 |
|
|
2022
Q1 | $3.61M | Sell |
12,849
-97
| -0.7% | -$27.3K | 0.48% | 66 |
|
|
2021
Q4 | $3.99M | Sell |
12,946
-145
| -1% | -$44.6K | 0.52% | 61 |
|
|
2021
Q3 | $3.62M | Buy |
13,091
+68
| +0.5% | +$18.8K | 0.49% | 66 |
|
|
2021
Q2 | $3.6M | Buy |
13,023
+1,865
| +17% | +$515K | 0.51% | 65 |
|
|
2021
Q1 | $2.69M | Hold |
11,158
| – | – | 0.42% | 70 |
|
|
2020
Q4 | $2.69M | Sell |
11,158
-357
| -3% | -$86.2K | 0.42% | 71 |
|
|
2020
Q3 | $2.5M | Sell |
11,515
-1,803
| -14% | -$391K | 0.45% | 65 |
|
|
2020
Q2 | $2.04M | Hold |
13,318
| – | – | 0.39% | 75 |
|
|
2020
Q1 | $2.04M | Buy |
13,318
+1,859
| +16% | +$284K | 0.45% | 65 |
|
|
2019
Q4 | $2.02M | Buy |
11,459
+3,187
| +39% | +$561K | 0.25% | 84 |
|
|
2019
Q3 | $1.31M | Buy |
8,272
+242
| +3% | +$38.4K | 0.22% | 101 |
|
|
2019
Q2 | $1.26M | Buy |
8,030
+50
| +0.6% | +$7.86K | 0.22% | 103 |
|
|
2019
Q1 | $1.21K | Sell |
7,980
-51
| -0.6% | -$8 | 0.2% | 104 |
|
|
2018
Q4 | $1.04M | Buy |
8,031
+2,520
| +46% | +$326K | 0.2% | 103 |
|
|
2018
Q3 | $860K | Buy |
5,511
+90
| +2% | +$14K | 0.15% | 106 |
|
|
2018
Q2 | $780K | Buy |
5,421
+912
| +20% | +$131K | 0.13% | 117 |
|
|
2018
Q1 | $614K | Buy |
4,509
+296
| +7% | +$40.3K | 0.1% | 131 |
|
|
2017
Q4 | $567K | Buy |
4,213
+181
| +4% | +$24.4K | 0.1% | 128 |
|
|
2017
Q3 | $504K | Buy |
4,032
+169
| +4% | +$21.1K | 0.09% | 131 |
|
|
2017
Q2 | $459K | Buy |
3,863
+538
| +16% | +$63.9K | 0.09% | 133 |
|
|
2017
Q1 | $378K | Buy |
3,325
+879
| +36% | +$99.9K | 0.07% | 143 |
|
|
2016
Q4 | $256K | Buy |
2,446
+23
| +0.9% | +$2.41K | 0.05% | 175 |
|
|
2016
Q3 | $251K | Buy |
+2,423
| New | +$251K | 0.05% | 176 |
|
|
2014
Q1 | – | Sell |
-2,753
| Closed | -$236K | – | 176 |
|
|
2013
Q4 | $236K | Sell |
2,753
-2,656
| -49% | -$228K | 0.05% | 172 |
|
|
2013
Q3 | $425K | Buy |
+5,409
| New | +$425K | 0.09% | 132 |
|