BIA
BHK Investment 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 | $1.56M | Buy |
3,686
+100
| +3% | +$42.5K | 0.61% | 20 |
|
|
2025
Q1 | $1.29M | Sell |
3,586
-272
| -7% | -$98.2K | 0.55% | 23 |
|
|
2024
Q4 | $1.55M | Buy |
3,858
+48
| +1% | +$19.3K | 0.58% | 21 |
|
|
2024
Q3 | $1.43M | Hold |
3,810
| – | – | 0.53% | 21 |
|
|
2024
Q2 | $1.39M | Sell |
3,810
-148
| -4% | -$53.9K | 0.55% | 24 |
|
|
2024
Q1 | $1.33M | Buy |
3,958
+1,320
| +50% | +$445K | 0.51% | 23 |
|
|
2023
Q4 | $800K | Sell |
2,638
-466
| -15% | -$141K | 0.46% | 24 |
|
|
2023
Q3 | $826K | Sell |
3,104
-1,564
| -34% | -$416K | 0.38% | 26 |
|
|
2023
Q2 | $1.28M | Sell |
4,668
-94
| -2% | -$25.9K | 0.55% | 22 |
|
|
2023
Q1 | $1.16M | Buy |
4,762
+1,166
| +32% | +$285K | 0.51% | 23 |
|
|
2022
Q4 | $770K | Sell |
3,596
-1,374
| -28% | -$294K | 0.43% | 26 |
|
|
2022
Q3 | $1.05M | Sell |
4,970
-229
| -4% | -$48.2K | 0.53% | 22 |
|
|
2022
Q2 | $1.14M | Sell |
5,199
-200
| -4% | -$43.7K | 0.51% | 22 |
|
|
2022
Q1 | $1.5M | Sell |
5,399
-74
| -1% | -$20.5K | 0.63% | 19 |
|
|
2021
Q4 | $1.67M | Sell |
5,473
-17
| -0.3% | -$5.2K | 0.66% | 18 |
|
|
2021
Q3 | $1.5M | Sell |
5,490
-374
| -6% | -$102K | 0.62% | 19 |
|
|
2021
Q2 | $1.59M | Sell |
5,864
-1,726
| -23% | -$469K | 0.65% | 18 |
|
|
2021
Q1 | $1.83M | Hold |
7,590
| – | – | 0.85% | 17 |
|
|
2020
Q4 | $1.83M | Sell |
7,590
-365
| -5% | -$88K | 0.85% | 17 |
|
|
2020
Q3 | $1.73M | Sell |
7,955
-1,849
| -19% | -$401K | 0.97% | 17 |
|
|
2020
Q2 | $1.88M | Sell |
9,804
-199
| -2% | -$38.2K | 1.11% | 17 |
|
|
2020
Q1 | $1.51M | Sell |
10,003
-399
| -4% | -$60.1K | 1.07% | 17 |
|
|
2019
Q4 | $1.83M | Sell |
10,402
-465
| -4% | -$81.8K | 1.04% | 16 |
|
|
2019
Q3 | $1.74M | Sell |
10,867
-299
| -3% | -$47.7K | 1% | 22 |
|
|
2019
Q2 | $1.76M | Sell |
11,166
-399
| -3% | -$62.8K | 1% | 23 |
|
|
2019
Q1 | $1.75M | Buy |
11,565
+658
| +6% | +$99.6K | 1.06% | 20 |
|
|
2018
Q4 | $1.43M | Buy |
10,907
+1,152
| +12% | +$151K | 1.07% | 19 |
|
|
2018
Q3 | $1.52M | Buy |
9,755
+101
| +1% | +$15.8K | 1.02% | 19 |
|
|
2018
Q2 | $1.39M | Buy |
9,654
+807
| +9% | +$116K | 0.97% | 19 |
|
|
2018
Q1 | $1.2M | Buy |
8,847
+760
| +9% | +$103K | 0.89% | 19 |
|
|
2017
Q4 | $1.09M | Buy |
+8,087
| New | +$1.09M | 0.92% | 18 |
|