BIA
Bigelow 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
Q1 | – | Sell |
-728
| Closed | -$292K | – | 149 |
|
2024
Q4 | $292K | Sell |
728
-115
| -14% | -$46.2K | 0.14% | 133 |
|
2024
Q3 | $316K | Sell |
843
-117
| -12% | -$43.9K | 0.14% | 134 |
|
2024
Q2 | $350K | Sell |
960
-20
| -2% | -$7.29K | 0.17% | 130 |
|
2024
Q1 | $330K | Buy |
980
+40
| +4% | +$13.5K | 0.16% | 129 |
|
2023
Q4 | $285K | Sell |
940
-130
| -12% | -$39.4K | 0.15% | 127 |
|
2023
Q3 | $285K | Hold |
1,070
| – | – | 0.16% | 127 |
|
2023
Q2 | $294K | Sell |
1,070
-20
| -2% | -$5.5K | 0.16% | 125 |
|
2023
Q1 | $266K | Hold |
1,090
| – | – | 0.15% | 129 |
|
2022
Q4 | $234K | Sell |
1,090
-10
| -0.9% | -$2.14K | 0.14% | 132 |
|
2022
Q3 | $231K | Hold |
1,100
| – | – | 0.14% | 130 |
|
2022
Q2 | $241K | Sell |
1,100
-110
| -9% | -$24.1K | 0.13% | 128 |
|
2022
Q1 | $336K | Sell |
1,210
-345
| -22% | -$95.8K | 0.16% | 118 |
|
2021
Q4 | $475K | Sell |
1,555
-135
| -8% | -$41.2K | 0.22% | 98 |
|
2021
Q3 | $463K | Sell |
1,690
-424
| -20% | -$116K | 0.23% | 99 |
|
2021
Q2 | $574K | Hold |
2,114
| – | – | 0.28% | 91 |
|
2021
Q1 | $514K | Sell |
2,114
-109
| -5% | -$26.5K | 0.26% | 93 |
|
2020
Q4 | $536K | Sell |
2,223
-35
| -2% | -$8.44K | 0.28% | 88 |
|
2020
Q3 | $490K | Sell |
2,258
-88
| -4% | -$19.1K | 0.29% | 88 |
|
2020
Q2 | $450K | Buy |
2,346
+115
| +5% | +$22.1K | 0.29% | 86 |
|
2020
Q1 | $336K | Buy |
2,231
+110
| +5% | +$16.6K | 0.25% | 104 |
|
2019
Q4 | $373K | Buy |
2,121
+14
| +0.7% | +$2.46K | 0.22% | 114 |
|
2019
Q3 | $336K | Sell |
2,107
-158
| -7% | -$25.2K | 0.21% | 116 |
|
2019
Q2 | $356K | Buy |
2,265
+534
| +31% | +$83.9K | 0.24% | 109 |
|
2019
Q1 | $262K | Sell |
1,731
-85
| -5% | -$12.9K | 0.18% | 131 |
|
2018
Q4 | $238K | Sell |
1,816
-12
| -0.7% | -$1.57K | 0.18% | 132 |
|
2018
Q3 | $285K | Sell |
1,828
-50
| -3% | -$7.8K | 0.19% | 125 |
|
2018
Q2 | $270K | Sell |
1,878
-323
| -15% | -$46.4K | 0.18% | 129 |
|
2018
Q1 | $300K | Sell |
2,201
-229
| -9% | -$31.2K | 0.2% | 124 |
|
2017
Q4 | $327K | Buy |
+2,430
| New | +$327K | 0.33% | 81 |
|