BFA
Beaumont Financial Advisors’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 | $2.94M | Sell |
6,920
-109
| -2% | -$46.3K | 0.21% | 71 |
|
|
2025
Q1 | $2.54M | Sell |
7,029
-51
| -0.7% | -$18.4K | 0.2% | 78 |
|
|
2024
Q4 | $2.84M | Sell |
7,080
-27
| -0.4% | -$10.8K | 0.21% | 73 |
|
|
2024
Q3 | $2.67M | Buy |
7,107
+54
| +0.8% | +$20.3K | 0.21% | 72 |
|
|
2024
Q2 | $2.57M | Sell |
7,053
-64
| -0.9% | -$23.3K | 0.21% | 73 |
|
|
2024
Q1 | $2.4M | Buy |
7,117
+75
| +1% | +$25.3K | 0.2% | 74 |
|
|
2023
Q4 | $2.13M | Buy |
7,042
+111
| +2% | +$33.7K | 0.19% | 76 |
|
|
2023
Q3 | $1.84M | Buy |
6,931
+124
| +2% | +$33K | 0.18% | 78 |
|
|
2023
Q2 | $1.87M | Sell |
6,807
-243
| -3% | -$66.9K | 0.17% | 93 |
|
|
2023
Q1 | $1.72M | Buy |
7,050
+123
| +2% | +$30.1K | 0.17% | 87 |
|
|
2022
Q4 | $1.48M | Buy |
6,927
+16
| +0.2% | +$3.43K | 0.15% | 100 |
|
|
2022
Q3 | $1.45M | Buy |
6,911
+3,930
| +132% | +$827K | 0.14% | 97 |
|
|
2022
Q2 | $652K | Sell |
2,981
-72
| -2% | -$15.7K | 0.06% | 157 |
|
|
2022
Q1 | $848K | Sell |
3,053
-99
| -3% | -$27.5K | 0.06% | 164 |
|
|
2021
Q4 | $963K | Buy |
3,152
+333
| +12% | +$102K | 0.07% | 147 |
|
|
2021
Q3 | $773K | Hold |
2,819
| – | – | 0.06% | 160 |
|
|
2021
Q2 | $765K | Buy |
2,819
+27
| +1% | +$7.33K | 0.06% | 169 |
|
|
2021
Q1 | $679K | Buy |
2,792
+352
| +14% | +$85.6K | 0.06% | 170 |
|
|
2020
Q4 | $588K | Sell |
2,440
-1,704
| -41% | -$411K | 0.05% | 182 |
|
|
2020
Q3 | $897K | Sell |
4,144
-2,055
| -33% | -$445K | 0.09% | 154 |
|
|
2020
Q2 | $1.19M | Buy |
6,199
+3,469
| +127% | +$666K | 0.12% | 125 |
|
|
2020
Q1 | $411K | Sell |
2,730
-4,330
| -61% | -$652K | 0.05% | 164 |
|
|
2019
Q4 | $1.24M | Buy |
7,060
+3,937
| +126% | +$693K | 0.12% | 115 |
|
|
2019
Q3 | $499K | Buy |
+3,123
| New | +$499K | 0.05% | 169 |
|
|
2017
Q4 | – | Sell |
-22,399
| Closed | -$2.8M | – | 196 |
|
|
2017
Q3 | $2.8M | Sell |
22,399
-1,010
| -4% | -$126K | 0.35% | 66 |
|
|
2017
Q2 | $2.79M | Buy |
+23,409
| New | +$2.79M | 0.36% | 66 |
|
|
2017
Q1 | – | Sell |
-28,735
| Closed | -$3.01M | – | 188 |
|
|
2016
Q4 | $3.01M | Buy |
28,735
+4,341
| +18% | +$455K | 0.46% | 63 |
|
|
2016
Q3 | $2.54M | Buy |
24,394
+1,066
| +5% | +$111K | 0.4% | 80 |
|
|
2016
Q2 | $2.34M | Buy |
23,328
+2,145
| +10% | +$215K | 0.38% | 72 |
|
|
2016
Q1 | $2.11M | Buy |
+21,183
| New | +$2.11M | 0.34% | 72 |
|
|
2015
Q4 | – | Sell |
-5,235
| Closed | -$518K | – | 134 |
|
|
2015
Q3 | $518K | Hold |
5,235
| – | – | 0.08% | 90 |
|
|
2015
Q2 | $518K | Hold |
5,235
| – | – | 0.08% | 90 |
|
|
2015
Q1 | $518K | Sell |
5,235
-459,863
| -99% | -$45.5M | 0.02% | 110 |
|
|
2014
Q4 | $44.5M | Buy |
465,098
+137,191
| +42% | +$13.1M | 2.14% | 9 |
|
|
2014
Q3 | $30M | Buy |
327,907
+170,836
| +109% | +$15.7M | 1.96% | 25 |
|
|
2014
Q2 | $14.3M | Buy |
157,071
+51,034
| +48% | +$4.64M | 1.01% | 40 |
|
|
2014
Q1 | $9.18M | Buy |
106,037
+100,962
| +1,989% | +$8.74M | 0.75% | 42 |
|
|
2013
Q4 | $436K | Buy |
+5,075
| New | +$436K | 0.04% | 113 |
|