Beech Hill Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $625K | Hold |
1,471
| – | – | 0.28% | 76 |
|
|
2025
Q1 | $531K | Hold |
1,471
| – | – | 0.21% | 82 |
|
|
2024
Q4 | $591K | Sell |
1,471
-75
| -5% | -$30.1K | 0.22% | 80 |
|
|
2024
Q3 | $580K | Hold |
1,546
| – | – | 0.22% | 76 |
|
|
2024
Q2 | $564K | Hold |
1,546
| – | – | 0.23% | 75 |
|
|
2024
Q1 | $521K | Hold |
1,546
| – | – | 0.22% | 75 |
|
|
2023
Q4 | $469K | Buy |
1,546
+270
| +21% | +$81.9K | 0.23% | 72 |
|
|
2023
Q3 | $339K | Hold |
1,276
| – | – | 0.17% | 77 |
|
|
2023
Q2 | $351K | Hold |
1,276
| – | – | 0.17% | 79 |
|
|
2023
Q1 | $312K | Buy |
1,276
+200
| +19% | +$48.9K | 0.16% | 80 |
|
|
2022
Q4 | $231K | Hold |
1,076
| – | – | 0.13% | 79 |
|
|
2022
Q3 | $226K | Hold |
1,076
| – | – | 0.13% | 78 |
|
|
2022
Q2 | $235K | Hold |
1,076
| – | – | 0.13% | 82 |
|
|
2022
Q1 | $299K | Hold |
1,076
| – | – | 0.12% | 81 |
|
|
2021
Q4 | $329K | Hold |
1,076
| – | – | 0.13% | 82 |
|
|
2021
Q3 | $295K | Hold |
1,076
| – | – | 0.12% | 82 |
|
|
2021
Q2 | $292K | Sell |
1,076
-100
| -9% | -$27.1K | 0.12% | 76 |
|
|
2021
Q1 | $286K | Hold |
1,176
| – | – | 0.12% | 74 |
|
|
2020
Q4 | $284K | Hold |
1,176
| – | – | 0.13% | 76 |
|
|
2020
Q3 | $255K | Sell |
1,176
-427
| -27% | -$92.6K | 0.13% | 78 |
|
|
2020
Q2 | $308K | Sell |
1,603
-887
| -36% | -$170K | 0.16% | 74 |
|
|
2020
Q1 | $375K | Buy |
+2,490
| New | +$375K | 0.26% | 59 |
|
|
2018
Q1 | – | Sell |
-1,827
| Closed | -$246K | – | 85 |
|
|
2017
Q4 | $246K | Buy |
1,827
+1
| +0.1% | +$135 | 0.12% | 79 |
|
|
2017
Q3 | $228K | Sell |
1,826
-20
| -1% | -$2.5K | 0.12% | 74 |
|
|
2017
Q2 | $220K | Hold |
1,846
| – | – | 0.12% | 80 |
|
|
2017
Q1 | $210K | Buy |
+1,846
| New | +$210K | 0.12% | 78 |
|