BWA
Boulder 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
Q1 | $21.9M | Sell |
60,603
-411
| -0.7% | -$148K | 12.74% | 4 |
|
2024
Q4 | $24.5M | Buy |
61,014
+5,839
| +11% | +$2.34M | 12.63% | 3 |
|
2024
Q3 | $20.7M | Sell |
55,175
-24,749
| -31% | -$9.29M | 11.26% | 5 |
|
2024
Q2 | $29.1M | Buy |
79,924
+1,313
| +2% | +$479K | 17% | 3 |
|
2024
Q1 | $26.5M | Buy |
+78,611
| New | +$26.5M | 16.41% | 3 |
|
2022
Q4 | $4.97M | Buy |
+23,200
| New | +$4.97M | 4.45% | 10 |
|