BFWA
Benchmark Financial Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.65M | Buy |
21,547
+409
| +2% | +$88.3K | 1.54% | 18 |
|
|
2025
Q1 | $4.22M | Sell |
21,138
-4,681
| -18% | -$934K | 1.59% | 16 |
|
|
2024
Q4 | $5.7M | Sell |
25,819
-208
| -0.8% | -$46K | 1.83% | 13 |
|
|
2024
Q3 | $5.75M | Sell |
26,027
-263
| -1% | -$58.1K | 1.92% | 13 |
|
|
2024
Q2 | $5.33M | Sell |
26,290
-441
| -2% | -$89.5K | 1.98% | 13 |
|
|
2024
Q1 | $5.62M | Sell |
26,731
-875
| -3% | -$184K | 2.15% | 13 |
|
|
2023
Q4 | $5.54M | Sell |
27,606
-542
| -2% | -$109K | 2.39% | 11 |
|
|
2023
Q3 | $4.97M | Buy |
28,148
+561
| +2% | +$99.2K | 2.34% | 10 |
|
|
2023
Q2 | $5.17M | Buy |
27,587
+151
| +0.6% | +$28.3K | 2.4% | 10 |
|
|
2023
Q1 | $4.89M | Buy |
27,436
+602
| +2% | +$107K | 2.51% | 12 |
|
|
2022
Q4 | $4.68M | Sell |
26,834
-5,824
| -18% | -$1.02M | 2.55% | 13 |
|
|
2022
Q3 | $5.39M | Buy |
32,658
+891
| +3% | +$147K | 3.17% | 11 |
|
|
2022
Q2 | $5.38M | Buy |
31,767
+3,662
| +13% | +$620K | 2.76% | 12 |
|
|
2022
Q1 | $5.77M | Buy |
28,105
+45
| +0.2% | +$9.24K | 2.45% | 14 |
|
|
2021
Q4 | $6.24M | Sell |
28,060
-16
| -0.1% | -$3.56K | 2.61% | 14 |
|
|
2021
Q3 | $6.14M | Sell |
28,076
-494
| -2% | -$108K | 2.92% | 13 |
|
|
2021
Q2 | $6.55M | Buy |
28,570
+56
| +0.2% | +$12.8K | 3.13% | 12 |
|
|
2021
Q1 | $6.3M | Sell |
28,514
-2,621
| -8% | -$579K | 3.44% | 10 |
|
|
2020
Q4 | $6.1M | Sell |
31,135
-1,019
| -3% | -$200K | 3.36% | 10 |
|
|
2020
Q3 | $4.82M | Sell |
32,154
-1,116
| -3% | -$167K | 3.1% | 11 |
|
|
2020
Q2 | $4.76M | Sell |
33,270
-38,976
| -54% | -$5.58M | 3.5% | 9 |
|
|
2020
Q1 | $8.27M | Sell |
72,246
-1,916
| -3% | -$219K | 8.32% | 3 |
|
|
2019
Q4 | $12.3M | Buy |
74,162
+3,253
| +5% | +$539K | 10.17% | 3 |
|
|
2019
Q3 | $10.7M | Sell |
70,909
-1,791
| -2% | -$271K | 10.52% | 3 |
|
|
2019
Q2 | $11.3M | Buy |
72,700
+3,589
| +5% | +$558K | 11.03% | 3 |
|
|
2019
Q1 | $10.6M | Buy |
69,111
+4,203
| +6% | +$643K | 11.05% | 3 |
|
|
2018
Q4 | $8.69M | Buy |
64,908
+1,429
| +2% | +$191K | 10.77% | 3 |
|
|
2018
Q3 | $10.7M | Buy |
+63,479
| New | +$10.7M | 13.3% | 3 |
|