BKM Wealth Management’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 | $725K | Buy |
1,707
+247
| +17% | +$105K | 0.28% | 86 |
|
|
2025
Q1 | $527K | Sell |
1,460
-53
| -4% | -$19.1K | 0.22% | 107 |
|
|
2024
Q4 | $608K | Buy |
1,513
+169
| +13% | +$67.9K | 0.25% | 92 |
|
|
2024
Q3 | $505K | Buy |
1,344
+346
| +35% | +$130K | 0.21% | 116 |
|
|
2024
Q2 | $364K | Buy |
998
+332
| +50% | +$121K | 0.17% | 120 |
|
|
2024
Q1 | $224K | Sell |
666
-74
| -10% | -$24.9K | 0.1% | 152 |
|
|
2023
Q4 | $224K | Buy |
+740
| New | +$224K | 0.1% | 148 |
|