Beaumont Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Sell |
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|
2025
Q1 | $2.54M | Sell |
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|
2024
Q4 | $2.84M | Sell |
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|
2024
Q3 | $2.67M | Buy |
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|
2024
Q2 | $2.57M | Sell |
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|
2024
Q1 | $2.4M | Buy |
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|
2023
Q4 | $2.13M | Buy |
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|
2023
Q3 | $1.84M | Buy |
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|
2023
Q2 | $1.87M | Sell |
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|
2023
Q1 | $1.72M | Buy |
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|
2022
Q4 | $1.48M | Buy |
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|
2022
Q3 | $1.45M | Buy |
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|
2022
Q2 | $652K | Sell |
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|
2022
Q1 | $848K | Sell |
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|
2021
Q4 | $963K | Buy |
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|
2021
Q3 | $773K | Hold |
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|
2021
Q2 | $765K | Buy |
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|
2021
Q1 | $679K | Buy |
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|
2020
Q4 | $588K | Sell |
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|
2020
Q3 | $897K | Sell |
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|
2020
Q2 | $1.19M | Buy |
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|
2020
Q1 | $411K | Sell |
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|
2019
Q4 | $1.24M | Buy |
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|
2019
Q3 | $499K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $2.8M | Sell |
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|
2017
Q2 | $2.79M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $3.01M | Buy |
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|
2016
Q3 | $2.54M | Buy |
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|
2016
Q2 | $2.34M | Buy |
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|
2016
Q1 | $2.11M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $518K | Hold |
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|
2015
Q2 | $518K | Hold |
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|
2015
Q1 | $518K | Sell |
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|
2014
Q4 | $44.5M | Buy |
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|
2014
Q3 | $30M | Buy |
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|
2014
Q2 | $14.3M | Buy |
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|
2014
Q1 | $9.18M | Buy |
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|
2013
Q4 | $436K | Buy |
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