BHWA
Beacon Harbor Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Hold |
807
| – | – | 0.07% | 65 |
|
|
2025
Q1 | $248K | Sell |
807
-65
| -7% | -$19.9K | 0.06% | 66 |
|
|
2024
Q4 | $281K | Buy |
872
+64
| +8% | +$20.6K | 0.07% | 65 |
|
|
2024
Q3 | $254K | Hold |
808
| – | – | 0.06% | 63 |
|
|
2024
Q2 | $240K | Sell |
808
-35
| -4% | -$10.4K | 0.06% | 63 |
|
|
2024
Q1 | $243K | Hold |
843
| – | – | 0.06% | 64 |
|
|
2023
Q4 | $221K | Sell |
843
-120
| -12% | -$31.5K | 0.06% | 70 |
|
|
2023
Q3 | $226K | Sell |
963
-30
| -3% | -$7.04K | 0.08% | 65 |
|
|
2023
Q2 | $242K | Hold |
993
| – | – | 0.08% | 57 |
|
|
2023
Q1 | $224K | Hold |
993
| – | – | 0.08% | 65 |
|
|
2022
Q4 | $209K | Buy |
+993
| New | +$209K | 0.07% | 71 |
|
|
2022
Q2 | $206K | Hold |
993
| – | – | 0.07% | 68 |
|
|
2022
Q1 | $248K | Hold |
993
| – | – | 0.08% | 63 |
|
|
2021
Q4 | $263K | Hold |
993
| – | – | 0.09% | 66 |
|
|
2021
Q3 | $240K | Hold |
993
| – | – | 0.09% | 67 |
|
|
2021
Q2 | $240K | Hold |
993
| – | – | 0.09% | 65 |
|
|
2021
Q1 | $222K | Hold |
993
| – | – | 0.09% | 63 |
|
|
2020
Q4 | $210K | Buy |
+993
| New | +$210K | 0.09% | 65 |
|