BWM
BNC Wealth Management’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 | $221K | Buy |
+521
| New | +$221K | 0.07% | 86 |
|
|
2025
Q1 | – | Sell |
-521
| Closed | -$209K | – | 103 |
|
|
2024
Q4 | $209K | Buy |
+521
| New | +$209K | 0.07% | 89 |
|
|
2022
Q2 | – | Sell |
-753
| Closed | -$209K | – | 120 |
|
|
2022
Q1 | $209K | Hold |
753
| – | – | 0.1% | 114 |
|
|
2021
Q4 | $230K | Hold |
753
| – | – | 0.11% | 109 |
|
|
2021
Q3 | $206K | Hold |
753
| – | – | 0.12% | 89 |
|
|
2021
Q2 | $204K | Buy |
+753
| New | +$204K | 0.12% | 88 |
|
|
2020
Q4 | – | Sell |
-972
| Closed | -$211K | – | 284 |
|
|
2020
Q3 | $211K | Buy |
+972
| New | +$211K | 0.15% | 81 |
|