BWCS
Beirne Wealth Consulting Services’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 | $11.1M | Buy |
26,144
+19,528
| +295% | +$8.29M | 3.6% | 7 |
|
|
2025
Q1 | $2.39M | Buy |
6,616
+2
| +0% | +$722 | 0.85% | 27 |
|
|
2024
Q4 | $2.66M | Buy |
6,614
+7
| +0.1% | +$2.81K | 0.96% | 27 |
|
|
2024
Q3 | $2.48M | Sell |
6,607
-2,857
| -30% | -$1.07M | 0.87% | 27 |
|
|
2024
Q2 | $3.45M | Sell |
9,464
-231
| -2% | -$84.2K | 1.39% | 22 |
|
|
2024
Q1 | $3.27M | Sell |
9,695
-138
| -1% | -$46.5K | 1.39% | 20 |
|
|
2023
Q4 | $2.98M | Buy |
+9,833
| New | +$2.98M | 1.48% | 17 |
|
|
2023
Q2 | – | Sell |
-11,695
| Closed | -$2.86M | – | 99 |
|
|
2023
Q1 | $2.86M | Buy |
11,695
+25
| +0.2% | +$6.11K | 2.01% | 10 |
|
|
2022
Q4 | $2.5M | Sell |
11,670
-731
| -6% | -$157K | 1.23% | 17 |
|
|
2022
Q3 | $2.61M | Buy |
12,401
+16
| +0.1% | +$3.37K | 0.99% | 19 |
|
|
2022
Q2 | $2.71M | Buy |
12,385
+3,013
| +32% | +$659K | 1.77% | 15 |
|
|
2022
Q1 | $2.6M | Buy |
9,372
+7,289
| +350% | +$2.02M | 1.45% | 14 |
|
|
2021
Q4 | $638K | Sell |
2,083
-1,275
| -38% | -$391K | 0.35% | 45 |
|
|
2021
Q3 | $921K | Sell |
3,358
-500
| -13% | -$137K | 0.52% | 34 |
|
|
2021
Q2 | $1.05M | Sell |
3,858
-3,049
| -44% | -$830K | 0.58% | 32 |
|
|
2021
Q1 | $1.68M | Sell |
6,907
-1,615
| -19% | -$393K | 0.99% | 23 |
|
|
2020
Q4 | $2.06M | Sell |
8,522
-28
| -0.3% | -$6.75K | 1.02% | 21 |
|
|
2020
Q3 | $1.85M | Buy |
8,550
+2,461
| +40% | +$534K | 1.08% | 22 |
|
|
2020
Q2 | $1.17M | Sell |
6,089
-4,877
| -44% | -$936K | 0.95% | 22 |
|
|
2020
Q1 | $1.65M | Buy |
10,966
+544
| +5% | +$82K | 1.79% | 14 |
|
|
2019
Q4 | $1.83M | Sell |
10,422
-2,385
| -19% | -$419K | 1.61% | 17 |
|
|
2019
Q3 | $2.04M | Buy |
12,807
+2,792
| +28% | +$446K | 1.7% | 16 |
|
|
2019
Q2 | $1.58M | Sell |
10,015
-5,882
| -37% | -$926K | 1.41% | 21 |
|
|
2019
Q1 | $2.41M | Buy |
15,897
+13,973
| +726% | +$2.11M | 1.89% | 8 |
|
|
2018
Q4 | $252K | Buy |
+1,924
| New | +$252K | 0.21% | 139 |
|