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
2025
Q3
$712K Sell
2025
Q2
$662K Hold
2025
Q1
$563K Hold
2024
Q4
$626K Sell
2024
Q3
$592K Sell
2024
Q2
$578K Sell
2024
Q1
$536K Sell
2023
Q4
$628K Buy
2023
Q3
$382K Sell
2023
Q2
$584K Buy
2023
Q1
$366K Buy
2022
Q4
$300K Buy