BFA
Benedict Financial 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 | $774K | Hold |
1,824
| – | – | 0.18% | 99 |
|
2025
Q1 | $659K | Sell |
1,824
-199
| -10% | -$71.9K | 0.15% | 101 |
|
2024
Q4 | $812K | Hold |
2,023
| – | – | 0.2% | 96 |
|
2024
Q3 | $759K | Hold |
2,023
| – | – | 0.18% | 99 |
|
2024
Q2 | $737K | Sell |
2,023
-67
| -3% | -$24.4K | 0.19% | 98 |
|
2024
Q1 | $704K | Sell |
2,090
-288
| -12% | -$97.1K | 0.18% | 101 |
|
2023
Q4 | $721K | Hold |
2,378
| – | – | 0.2% | 97 |
|
2023
Q3 | $633K | Hold |
2,378
| – | – | 0.18% | 99 |
|
2023
Q2 | $654K | Sell |
2,378
-463
| -16% | -$127K | 0.18% | 97 |
|
2023
Q1 | $694K | Sell |
2,841
-324
| -10% | -$79.2K | 0.2% | 96 |
|
2022
Q4 | $678K | Hold |
3,165
| – | – | 0.2% | 91 |
|
2022
Q3 | $666K | Sell |
3,165
-467
| -13% | -$98.3K | 0.21% | 94 |
|
2022
Q2 | $794K | Sell |
3,632
-3,205
| -47% | -$701K | 0.23% | 93 |
|
2022
Q1 | $1.9M | Sell |
6,837
-2,637
| -28% | -$732K | 0.51% | 67 |
|
2021
Q4 | $2.9M | Buy |
9,474
+30
| +0.3% | +$9.17K | 0.76% | 54 |
|
2021
Q3 | $2.59M | Buy |
9,444
+75
| +0.8% | +$20.6K | 0.72% | 56 |
|
2021
Q2 | $2.54M | Sell |
9,369
-2,816
| -23% | -$764K | 0.71% | 55 |
|
2021
Q1 | $2.96M | Buy |
+12,185
| New | +$2.96M | 0.86% | 46 |
|