BFWA
Benchmark Financial Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $742K | Sell |
3,822
-49
| -1% | -$9.52K | 0.25% | 49 |
|
|
2025
Q1 | $728K | Buy |
3,871
+9
| +0.2% | +$1.69K | 0.28% | 49 |
|
|
2024
Q4 | $715K | Sell |
3,862
-11
| -0.3% | -$2.04K | 0.23% | 50 |
|
|
2024
Q3 | $735K | Buy |
3,873
+787
| +26% | +$149K | 0.25% | 48 |
|
|
2024
Q2 | $538K | Sell |
3,086
-573
| -16% | -$100K | 0.2% | 49 |
|
|
2024
Q1 | $655K | Buy |
3,659
+6
| +0.2% | +$1.08K | 0.25% | 44 |
|
|
2023
Q4 | $604K | Buy |
3,653
+71
| +2% | +$11.7K | 0.26% | 39 |
|
|
2023
Q3 | $544K | Hold |
3,582
| – | – | 0.26% | 37 |
|
|
2023
Q2 | $565K | Buy |
3,582
+5
| +0.1% | +$789 | 0.26% | 35 |
|
|
2023
Q1 | $545K | Sell |
3,577
-165
| -4% | -$25.1K | 0.28% | 33 |
|
|
2022
Q4 | $568K | Buy |
3,742
+7
| +0.2% | +$1.06K | 0.31% | 33 |
|
|
2022
Q3 | $508K | Buy |
3,735
+196
| +6% | +$26.7K | 0.3% | 34 |
|
|
2022
Q2 | $513K | Sell |
3,539
-263
| -7% | -$38.1K | 0.26% | 34 |
|
|
2022
Q1 | $631K | Buy |
3,802
+15
| +0.4% | +$2.49K | 0.27% | 36 |
|
|
2021
Q4 | $636K | Buy |
3,787
+5
| +0.1% | +$840 | 0.27% | 36 |
|
|
2021
Q3 | $592K | Buy |
3,782
+5
| +0.1% | +$783 | 0.28% | 35 |
|
|
2021
Q2 | $599K | Buy |
3,777
+457
| +14% | +$72.5K | 0.29% | 36 |
|
|
2021
Q1 | $503K | Buy |
3,320
+2
| +0.1% | +$303 | 0.27% | 37 |
|
|
2020
Q4 | $454K | Buy |
+3,318
| New | +$454K | 0.25% | 38 |
|