Beverly Hills Private Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $662K | Hold |
1,560
| – | – | 0.12% | 149 |
|
|
2025
Q1 | $563K | Hold |
1,560
| – | – | 0.11% | 157 |
|
|
2024
Q4 | $626K | Sell |
1,560
-17
| -1% | -$6.83K | 0.13% | 148 |
|
|
2024
Q3 | $592K | Sell |
1,577
-7
| -0.4% | -$2.63K | 0.12% | 163 |
|
|
2024
Q2 | $578K | Sell |
1,584
-7
| -0.4% | -$2.55K | 0.13% | 170 |
|
|
2024
Q1 | $536K | Sell |
1,591
-479
| -23% | -$161K | 0.12% | 178 |
|
|
2023
Q4 | $628K | Buy |
2,070
+634
| +44% | +$192K | 0.16% | 137 |
|
|
2023
Q3 | $382K | Sell |
1,436
-679
| -32% | -$181K | 0.11% | 196 |
|
|
2023
Q2 | $584K | Buy |
2,115
+615
| +41% | +$170K | 0.1% | 213 |
|
|
2023
Q1 | $366K | Buy |
1,500
+99
| +7% | +$24.2K | 0.11% | 199 |
|
|
2022
Q4 | $300K | Buy |
+1,401
| New | +$300K | 0.13% | 179 |
|