BFC
Bedel Financial Consulting’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 | $1.83M | Buy |
4,305
+108
| +3% | +$45.9K | 0.25% | 56 |
|
|
2025
Q1 | $1.56M | Hold |
4,197
| – | – | 0.22% | 61 |
|
|
2024
Q4 | $1.72M | Sell |
4,197
-178
| -4% | -$73.1K | 0.24% | 56 |
|
|
2024
Q3 | $1.64M | Sell |
4,375
-28
| -0.6% | -$10.5K | 0.23% | 56 |
|
|
2024
Q2 | $1.6M | Sell |
4,403
-83
| -2% | -$30.3K | 0.24% | 51 |
|
|
2024
Q1 | $1.51M | Hold |
4,486
| – | – | 0.24% | 54 |
|
|
2023
Q4 | $1.36M | Sell |
4,486
-60
| -1% | -$18.2K | 0.25% | 58 |
|
|
2023
Q3 | $1.21M | Buy |
4,546
+224
| +5% | +$59.6K | 0.24% | 57 |
|
|
2023
Q2 | $1.19M | Buy |
4,322
+494
| +13% | +$136K | 0.25% | 58 |
|
|
2023
Q1 | $935K | Buy |
3,828
+397
| +12% | +$97K | 0.23% | 65 |
|
|
2022
Q4 | $735K | Buy |
3,431
+285
| +9% | +$61.1K | 0.18% | 76 |
|
|
2022
Q3 | $674K | Hold |
3,146
| – | – | 0.18% | 79 |
|
|
2022
Q2 | $688K | Buy |
3,146
+10
| +0.3% | +$2.19K | 0.2% | 67 |
|
|
2022
Q1 | $871K | Buy |
3,136
+145
| +5% | +$40.3K | 0.27% | 56 |
|
|
2021
Q4 | $914K | Hold |
2,991
| – | – | 0.28% | 57 |
|
|
2021
Q3 | $820K | Hold |
2,991
| – | – | 0.28% | 56 |
|
|
2021
Q2 | $812K | Sell |
2,991
-20
| -0.7% | -$5.43K | 0.28% | 53 |
|
|
2021
Q1 | $732K | Buy |
3,011
+20
| +0.7% | +$4.86K | 0.28% | 54 |
|
|
2020
Q4 | $721K | Hold |
2,991
| – | – | 0.32% | 48 |
|
|
2020
Q3 | $649K | Hold |
2,991
| – | – | 0.32% | 47 |
|
|
2020
Q2 | $574K | Sell |
2,991
-131
| -4% | -$25.1K | 0.31% | 49 |
|
|
2020
Q1 | $470K | Buy |
3,122
+130
| +4% | +$19.6K | 0.31% | 49 |
|
|
2019
Q4 | $526K | Hold |
2,992
| – | – | 0.3% | 59 |
|
|
2019
Q3 | $478K | Buy |
2,992
+1,181
| +65% | +$189K | 0.29% | 67 |
|
|
2019
Q2 | $285K | Hold |
1,811
| – | – | 0.17% | 108 |
|
|
2019
Q1 | $274K | Hold |
1,811
| – | – | 0.17% | 103 |
|
|
2018
Q4 | $237K | Sell |
1,811
-136
| -7% | -$17.8K | 0.17% | 106 |
|
|
2018
Q3 | $289K | Sell |
1,947
-154
| -7% | -$22.9K | 0.19% | 103 |
|
|
2018
Q2 | $302K | Sell |
2,101
-35
| -2% | -$5.03K | 0.22% | 97 |
|
|
2018
Q1 | $291K | Sell |
2,136
-138
| -6% | -$18.8K | 0.22% | 101 |
|
|
2017
Q4 | $306K | Buy |
+2,274
| New | +$306K | 0.28% | 87 |
|