BOPW
Brandywine Oak Private Wealth’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Hold |
3,373
| – | – | 0.11% | 94 |
|
|
2025
Q1 | $1.03M | Hold |
3,373
| – | – | 0.1% | 99 |
|
|
2024
Q4 | $1.09M | Hold |
3,373
| – | – | 0.11% | 98 |
|
|
2024
Q3 | $1.06M | Hold |
3,373
| – | – | 0.1% | 99 |
|
|
2024
Q2 | $1M | Hold |
3,373
| – | – | 0.1% | 97 |
|
|
2024
Q1 | $972K | Hold |
3,373
| – | – | 0.1% | 98 |
|
|
2023
Q4 | $885K | Hold |
3,373
| – | – | 0.1% | 103 |
|
|
2023
Q3 | $792K | Hold |
3,373
| – | – | 0.09% | 111 |
|
|
2023
Q2 | $822K | Hold |
3,373
| – | – | 0.09% | 108 |
|
|
2023
Q1 | $760K | Hold |
3,373
| – | – | 0.09% | 116 |
|
|
2022
Q4 | $710K | Hold |
3,373
| – | – | 0.09% | 123 |
|
|
2022
Q3 | $665K | Hold |
3,373
| – | – | 0.09% | 131 |
|
|
2022
Q2 | $700K | Buy |
3,373
+642
| +24% | +$133K | 0.09% | 140 |
|
|
2022
Q1 | $682K | Hold |
2,731
| – | – | 0.08% | 161 |
|
|
2021
Q4 | $722K | Sell |
2,731
-700
| -20% | -$185K | 0.08% | 165 |
|
|
2021
Q3 | $829K | Hold |
3,431
| – | – | 0.1% | 147 |
|
|
2021
Q2 | $830K | Buy |
3,431
+175
| +5% | +$42.3K | 0.1% | 142 |
|
|
2021
Q1 | $728K | Hold |
3,256
| – | – | 0.11% | 117 |
|
|
2020
Q4 | $689K | Hold |
3,256
| – | – | 0.11% | 115 |
|
|
2020
Q3 | $609K | Hold |
3,256
| – | – | 0.1% | 120 |
|
|
2020
Q2 | $558K | Buy |
+3,256
| New | +$558K | 0.1% | 122 |
|