BWA
Blodgett Wealth 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 | $20.9M | Sell |
49,234
-3,344
| -6% | -$1.42M | 16.38% | 1 |
|
|
2025
Q1 | $19M | Sell |
52,578
-3,607
| -6% | -$1.3M | 16.18% | 1 |
|
|
2024
Q4 | $22.6M | Buy |
56,185
+61
| +0.1% | +$24.5K | 17.69% | 1 |
|
|
2024
Q3 | $21.1M | Buy |
56,124
+255
| +0.5% | +$95.7K | 17.71% | 1 |
|
|
2024
Q2 | $20.4M | Buy |
55,869
+130
| +0.2% | +$47.4K | 17.25% | 1 |
|
|
2024
Q1 | $18.8M | Buy |
55,739
+295
| +0.5% | +$99.4K | 16.95% | 1 |
|
|
2023
Q4 | $16.8M | Sell |
55,444
-343
| -0.6% | -$104K | 17.16% | 1 |
|
|
2023
Q3 | $14.8M | Buy |
55,787
+128
| +0.2% | +$34K | 16.28% | 1 |
|
|
2023
Q2 | $15.3M | Sell |
55,659
-150
| -0.3% | -$41.3K | 15.85% | 1 |
|
|
2023
Q1 | $13.6M | Sell |
55,809
-8,625
| -13% | -$2.11M | 15.76% | 1 |
|
|
2022
Q4 | $13.8M | Sell |
64,434
-510
| -0.8% | -$109K | 16.78% | 1 |
|
|
2022
Q3 | $13.7M | Sell |
64,944
-925
| -1% | -$195K | 16.38% | 1 |
|
|
2022
Q2 | $14.4M | Sell |
65,869
-2,688
| -4% | -$588K | 15.79% | 1 |
|
|
2022
Q1 | $19M | Buy |
68,557
+2,742
| +4% | +$761K | 15.85% | 1 |
|
|
2021
Q4 | $20.1M | Buy |
+65,815
| New | +$20.1M | 15.6% | 1 |
|