BFWA
Benchmark Financial Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Sell |
42,179
-3,869
| -8% | -$954K | 3.44% | 7 |
|
|
2025
Q1 | $9.71M | Sell |
46,048
-14,311
| -24% | -$3.02M | 3.67% | 7 |
|
|
2024
Q4 | $14.2M | Buy |
60,359
+5,913
| +11% | +$1.39M | 4.55% | 6 |
|
|
2024
Q3 | $12M | Buy |
54,446
+3,825
| +8% | +$842K | 3.99% | 7 |
|
|
2024
Q2 | $10.9M | Buy |
50,621
+7,246
| +17% | +$1.55M | 4.02% | 7 |
|
|
2024
Q1 | $8.46M | Buy |
43,375
+9,916
| +30% | +$1.93M | 3.23% | 8 |
|
|
2023
Q4 | $5.86M | Buy |
33,459
+10,227
| +44% | +$1.79M | 2.53% | 10 |
|
|
2023
Q3 | $3.57M | Buy |
23,232
+16,455
| +243% | +$2.53M | 1.68% | 16 |
|
|
2023
Q2 | $1.07M | Buy |
+6,777
| New | +$1.07M | 0.5% | 24 |
|