BMM
Berkshire Money Management’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 | $41.4M | Sell |
97,528
-24,367
| -20% | -$10.3M | 4.36% | 9 |
|
|
2025
Q1 | $44M | Sell |
121,895
-3,790
| -3% | -$1.37M | 4.94% | 8 |
|
|
2024
Q4 | $50.5M | Sell |
125,685
-1,666
| -1% | -$669K | 5.49% | 7 |
|
|
2024
Q3 | $47.8M | Sell |
127,351
-1,573
| -1% | -$590K | 5.47% | 7 |
|
|
2024
Q2 | $47M | Sell |
128,924
-2,443
| -2% | -$890K | 5.71% | 7 |
|
|
2024
Q1 | $44.3M | Sell |
131,367
-2,916
| -2% | -$983K | 5.34% | 7 |
|
|
2023
Q4 | $40.7M | Buy |
134,283
+33,088
| +33% | +$10M | 5.42% | 6 |
|
|
2023
Q3 | $26.9M | Buy |
101,195
+16,784
| +20% | +$4.46M | 4.08% | 8 |
|
|
2023
Q2 | $23.2M | Sell |
84,411
-4,608
| -5% | -$1.27M | 3.36% | 10 |
|
|
2023
Q1 | $21.8M | Sell |
89,019
-60,137
| -40% | -$14.7M | 3.3% | 10 |
|
|
2022
Q4 | $32M | Sell |
149,156
-2,717
| -2% | -$582K | 5.06% | 7 |
|
|
2022
Q3 | $32M | Sell |
151,873
-17,723
| -10% | -$3.73M | 5.49% | 6 |
|
|
2022
Q2 | $37.1M | Sell |
169,596
-15,105
| -8% | -$3.3M | 6.16% | 5 |
|
|
2022
Q1 | $51.3M | Sell |
184,701
-30,029
| -14% | -$8.34M | 7.36% | 5 |
|
|
2021
Q4 | $65.6M | Buy |
214,730
+390
| +0.2% | +$119K | 9.6% | 4 |
|
|
2021
Q3 | $58.7M | Sell |
214,340
-3,641
| -2% | -$998K | 9.33% | 4 |
|
|
2021
Q2 | $59.2M | Sell |
217,981
-54,270
| -20% | -$14.7M | 9.52% | 4 |
|
|
2021
Q1 | $66.2M | Sell |
272,251
-16,105
| -6% | -$3.91M | 11.57% | 4 |
|
|
2020
Q4 | $69.5M | Sell |
288,356
-15,606
| -5% | -$3.76M | 12.83% | 3 |
|
|
2020
Q3 | $65.9M | Buy |
303,962
+72,582
| +31% | +$15.7M | 13.69% | 3 |
|
|
2020
Q2 | $44.4M | Buy |
231,380
+84,928
| +58% | +$16.3M | 9.77% | 3 |
|
|
2020
Q1 | $22.1M | Sell |
146,452
-147,669
| -50% | -$22.2M | 5.42% | 8 |
|
|
2019
Q4 | $51.7M | Sell |
294,121
-2,879
| -1% | -$506K | 10.07% | 3 |
|
|
2019
Q3 | $47.4M | Sell |
297,000
-4,087
| -1% | -$652K | 9.8% | 4 |
|
|
2019
Q2 | $47.4M | Buy |
301,087
+1,018
| +0.3% | +$160K | 10.02% | 4 |
|
|
2019
Q1 | $45.4M | Sell |
300,069
-36,981
| -11% | -$5.6M | 10.05% | 5 |
|
|
2018
Q4 | $44.1M | Sell |
337,050
-157,969
| -32% | -$20.7M | 10.99% | 4 |
|
|
2018
Q3 | $77.2M | Buy |
495,019
+13,183
| +3% | +$2.06M | 17.05% | 2 |
|
|
2018
Q2 | $70.4M | Sell |
481,836
-5,386
| -1% | -$787K | 16.42% | 2 |
|
|
2018
Q1 | $66.3M | Buy |
487,222
+169,708
| +53% | +$23.1M | 16.55% | 2 |
|
|
2017
Q4 | $42.8M | Sell |
317,514
-1,360
| -0.4% | -$183K | 10.71% | 4 |
|
|
2017
Q3 | $41.4M | Buy |
318,874
+92,640
| +41% | +$12M | 10.82% | 4 |
|
|
2017
Q2 | $26.9M | Buy |
226,234
+24,325
| +12% | +$2.9M | 7.59% | 5 |
|
|
2017
Q1 | $23M | Sell |
201,909
-4,668
| -2% | -$531K | 6.9% | 5 |
|
|
2016
Q4 | $21.7M | Sell |
206,577
-17,625
| -8% | -$1.85M | 6.43% | 5 |
|
|
2016
Q3 | $23.4M | Buy |
224,202
+36,554
| +19% | +$3.81M | 7.17% | 5 |
|
|
2016
Q2 | $18.8M | Sell |
187,648
-553,864
| -75% | -$55.6M | 6.47% | 4 |
|
|
2016
Q1 | $74M | Sell |
741,512
-16,311
| -2% | -$1.63M | 22.53% | 2 |
|
|
2015
Q4 | $75.4M | Buy |
757,823
+211,575
| +39% | +$21M | 22.96% | 2 |
|
|
2015
Q3 | $52.2M | Sell |
546,248
-115,782
| -17% | -$11.1M | 16.02% | 2 |
|
|
2015
Q2 | $65.5M | Buy |
662,030
+12,028
| +2% | +$1.19M | 19.28% | 2 |
|
|
2015
Q1 | $64.3M | Buy |
650,002
+83,939
| +15% | +$8.3M | 18.94% | 2 |
|
|
2014
Q4 | $54.1M | Buy |
566,063
+94,969
| +20% | +$9.08M | 16.19% | 2 |
|
|
2014
Q3 | $43.2M | Buy |
471,094
+26,055
| +6% | +$2.39M | 18.18% | 1 |
|
|
2014
Q2 | $40.5M | Sell |
445,039
-145,674
| -25% | -$13.2M | 28.23% | 1 |
|
|
2014
Q1 | $51.1M | Buy |
590,713
+14,849
| +3% | +$1.29M | 23.39% | 1 |
|
|
2013
Q4 | $49.5M | Buy |
575,864
+359,575
| +166% | +$30.9M | 18.11% | 2 |
|
|
2013
Q3 | $16.7M | Sell |
216,289
-55,680
| -20% | -$4.29M | 7.25% | 7 |
|
|
2013
Q2 | $19.8M | Buy |
+271,969
| New | +$19.8M | 9.37% | 5 |
|