BKM Wealth Management’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
$672K Sell
2025
Q2
$725K Buy
2025
Q1
$527K Sell
2024
Q4
$608K Buy
2024
Q3
$505K Buy
2024
Q2
$364K Buy
2024
Q1
$224K Sell
2023
Q4
$224K Buy