BFWA
Benchmark Financial Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
8,503
+7
| +0.1% | +$1.05K | 0.42% | 35 |
|
|
2025
Q1 | $1.08M | Sell |
8,496
-2,140
| -20% | -$272K | 0.41% | 36 |
|
|
2024
Q4 | $1.48M | Buy |
10,636
+17
| +0.2% | +$2.37K | 0.48% | 28 |
|
|
2024
Q3 | $1.4M | Buy |
10,619
+148
| +1% | +$19.5K | 0.47% | 28 |
|
|
2024
Q2 | $1.33M | Buy |
10,471
+11
| +0.1% | +$1.4K | 0.49% | 29 |
|
|
2024
Q1 | $1.23M | Sell |
10,460
-40
| -0.4% | -$4.69K | 0.47% | 28 |
|
|
2023
Q4 | $1.09M | Buy |
10,500
+247
| +2% | +$25.7K | 0.47% | 29 |
|
|
2023
Q3 | $972K | Buy |
10,253
+208
| +2% | +$19.7K | 0.46% | 27 |
|
|
2023
Q2 | $981K | Buy |
10,045
+1,345
| +15% | +$131K | 0.45% | 26 |
|
|
2023
Q1 | $772K | Sell |
8,700
-274
| -3% | -$24.3K | 0.4% | 27 |
|
|
2022
Q4 | $732K | Sell |
8,974
-51,082
| -85% | -$4.16M | 0.4% | 29 |
|
|
2022
Q3 | $4.82M | Sell |
60,056
-6,261
| -9% | -$502K | 2.83% | 13 |
|
|
2022
Q2 | $5.55M | Sell |
66,317
-3,691
| -5% | -$309K | 2.84% | 11 |
|
|
2022
Q1 | $7.4M | Buy |
70,008
+105
| +0.2% | +$11.1K | 3.14% | 10 |
|
|
2021
Q4 | $8.08M | Sell |
69,903
-1,173
| -2% | -$136K | 3.38% | 10 |
|
|
2021
Q3 | $7.28M | Sell |
71,076
-2,924
| -4% | -$299K | 3.46% | 10 |
|
|
2021
Q2 | $7.47M | Buy |
74,000
+910
| +1% | +$91.9K | 3.57% | 10 |
|
|
2021
Q1 | $6.64M | Sell |
73,090
-2,110
| -3% | -$192K | 3.62% | 9 |
|
|
2020
Q4 | $6.67M | Buy |
75,200
+7,318
| +11% | +$649K | 3.67% | 8 |
|
|
2020
Q3 | $5.43M | Buy |
67,882
+14,653
| +28% | +$1.17M | 3.5% | 8 |
|
|
2020
Q2 | $3.83M | Buy |
53,229
+45,627
| +600% | +$3.28M | 2.81% | 11 |
|
|
2020
Q1 | $434K | Buy |
7,602
+2,099
| +38% | +$120K | 0.44% | 24 |
|
|
2019
Q4 | $372K | Buy |
5,503
+262
| +5% | +$17.7K | 0.31% | 25 |
|
|
2019
Q3 | $329K | Buy |
+5,241
| New | +$329K | 0.32% | 25 |
|