BWA
BlueSky 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 | $500K | Hold |
1,178
| – | – | 0.07% | 54 |
|
|
2025
Q1 | $425K | Sell |
1,178
-405
| -26% | -$146K | 0.07% | 55 |
|
|
2024
Q4 | $636K | Hold |
1,583
| – | – | 0.1% | 53 |
|
|
2024
Q3 | $594K | Sell |
1,583
-81
| -5% | -$30.4K | 0.09% | 54 |
|
|
2024
Q2 | $607K | Hold |
1,664
| – | – | 0.1% | 52 |
|
|
2024
Q1 | $561K | Hold |
1,664
| – | – | 0.44% | 24 |
|
|
2023
Q4 | $504K | Hold |
1,664
| – | – | 0.09% | 49 |
|
|
2023
Q3 | $443K | Hold |
1,664
| – | – | 0.09% | 52 |
|
|
2023
Q2 | $458K | Hold |
1,664
| – | – | 0.09% | 51 |
|
|
2023
Q1 | $407K | Sell |
1,664
-257
| -13% | -$62.8K | 0.08% | 49 |
|
|
2022
Q4 | $412K | Buy |
1,921
+338
| +21% | +$72.4K | 0.09% | 48 |
|
|
2022
Q3 | $333K | Sell |
1,583
-213
| -12% | -$44.8K | 0.08% | 51 |
|
|
2022
Q2 | $393K | Hold |
1,796
| – | – | 0.09% | 49 |
|
|
2022
Q1 | $499K | Hold |
1,796
| – | – | 0.1% | 49 |
|
|
2021
Q4 | $549K | Hold |
1,796
| – | – | 0.1% | 45 |
|
|
2021
Q3 | $492K | Sell |
1,796
-55
| -3% | -$15.1K | 0.1% | 42 |
|
|
2021
Q2 | $515K | Sell |
1,851
-243
| -12% | -$67.6K | 0.1% | 41 |
|
|
2021
Q1 | $538K | Hold |
2,094
| – | – | 0.12% | 38 |
|
|
2020
Q4 | $505K | Hold |
2,094
| – | – | 0.12% | 36 |
|
|
2020
Q3 | $480K | Sell |
2,094
-85
| -4% | -$19.5K | 0.13% | 36 |
|
|
2020
Q2 | $418K | Sell |
2,179
-69
| -3% | -$13.2K | 0.12% | 36 |
|
|
2020
Q1 | $339K | Sell |
2,248
-278
| -11% | -$41.9K | 0.12% | 39 |
|
|
2019
Q4 | $457K | Hold |
2,526
| – | – | 0.15% | 48 |
|
|
2019
Q3 | $399K | Hold |
2,526
| – | – | 0.14% | 49 |
|
|
2019
Q2 | $397K | Buy |
+2,526
| New | +$397K | 0.14% | 49 |
|