BPWA
Beacon Pointe Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $16.2M | Buy |
92,094
+32
| +0% | +$5.63K | 2.99% | 6 |
|
2019
Q3 | $14.7M | Buy |
92,062
+9,519
| +12% | +$1.52M | 3.09% | 6 |
|
2019
Q2 | $13M | Buy |
82,543
+6,651
| +9% | +$1.05M | 2.75% | 7 |
|
2019
Q1 | $11.5M | Buy |
75,892
+6,277
| +9% | +$950K | 2.62% | 8 |
|
2018
Q4 | $9.11M | Buy |
+69,615
| New | +$9.11M | 3.29% | 3 |
|