Beverly Hills Private Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$645K	Hold	6,052	–	–	0.11%	161
2025 Q4	$716K	Sell	6,052 -28	-0.5%	-$3.32K	0.12%	143
2025 Q3	$712K	Sell	6,080 -160	-3%	-$17.8K	0.13%	148
2025 Q2	$662K	Hold	6,240	–	–	0.12%	149
2025 Q1	$563K	Hold	6,240	–	–	0.11%	157
2024 Q4	$626K	Sell	6,240 -68	-1%	-$6.69K	0.13%	148
2024 Q3	$592K	Sell	6,308 -28	-0.4%	-$2.54K	0.12%	163
2024 Q2	$578K	Sell	6,336 -28	-0.4%	-$2.39K	0.13%	170
2024 Q1	$536K	Sell	6,364 -1,916	-23%	-$154K	0.12%	178
2023 Q4	$628K	Buy	8,280 +2,536	+44%	+$179K	0.16%	137
2023 Q3	$382K	Sell	5,744 -2,716	-32%	-$188K	0.11%	196
2023 Q2	$584K	Buy	8,460 +2,460	+41%	+$156K	0.1%	213
2023 Q1	$366K	Buy	6,000 +396	+7%	+$22.8K	0.11%	199
2022 Q4	$300K	Buy	+5,604	New	+$308K	0.13%	179