BFWA
Benchmark Financial Wealth Advisors’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 | $1.57M | Sell |
3,688
-143
| -4% | -$60.7K | 0.52% | 31 |
|
|
2025
Q1 | $1.38M | Sell |
3,831
-401
| -9% | -$145K | 0.52% | 28 |
|
|
2024
Q4 | $1.7M | Buy |
4,232
+35
| +0.8% | +$14.1K | 0.54% | 26 |
|
|
2024
Q3 | $1.58M | Buy |
4,197
+464
| +12% | +$174K | 0.53% | 26 |
|
|
2024
Q2 | $1.36M | Buy |
3,733
+55
| +1% | +$20K | 0.5% | 28 |
|
|
2024
Q1 | $1.24M | Buy |
3,678
+38
| +1% | +$12.8K | 0.47% | 27 |
|
|
2023
Q4 | $1.1M | Sell |
3,640
-66
| -2% | -$20K | 0.48% | 28 |
|
|
2023
Q3 | $986K | Buy |
3,706
+718
| +24% | +$191K | 0.46% | 26 |
|
|
2023
Q2 | $822K | Buy |
2,988
+521
| +21% | +$143K | 0.38% | 30 |
|
|
2023
Q1 | $603K | Sell |
2,467
-1,357
| -35% | -$332K | 0.31% | 31 |
|
|
2022
Q4 | $819K | Sell |
3,824
-661
| -15% | -$142K | 0.45% | 27 |
|
|
2022
Q3 | $944K | Buy |
4,485
+2,262
| +102% | +$476K | 0.56% | 27 |
|
|
2022
Q2 | $486K | Sell |
2,223
-162
| -7% | -$35.4K | 0.25% | 35 |
|
|
2022
Q1 | $662K | Buy |
2,385
+3
| +0.1% | +$833 | 0.28% | 34 |
|
|
2021
Q4 | $728K | Sell |
2,382
-24
| -1% | -$7.34K | 0.3% | 33 |
|
|
2021
Q3 | $659K | Buy |
2,406
+2
| +0.1% | +$548 | 0.31% | 33 |
|
|
2021
Q2 | $653K | Buy |
2,404
+407
| +20% | +$111K | 0.31% | 35 |
|
|
2021
Q1 | $485K | Buy |
1,997
+1
| +0.1% | +$243 | 0.26% | 38 |
|
|
2020
Q4 | $481K | Buy |
+1,996
| New | +$481K | 0.26% | 37 |
|