BSWA
Bromfield Sneider 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $300K | Buy |
891
+1
| +0.1% | +$337 | 0.19% | 40 |
|
|
2023
Q4 | $270K | Buy |
890
+1
| +0.1% | +$303 | 0.18% | 39 |
|
|
2023
Q3 | $236K | Sell |
889
-25
| -3% | -$6.65K | 0.18% | 37 |
|
|
2023
Q2 | $251K | Buy |
914
+1
| +0.1% | +$275 | 0.2% | 34 |
|
|
2023
Q1 | $223K | Hold |
913
| – | – | 0.19% | 36 |
|
|
2022
Q4 | $195K | Sell |
913
-918
| -50% | -$197K | 0.18% | 35 |
|
|
2022
Q3 | $385K | Hold |
1,831
| – | – | 0.46% | 19 |
|
|
2022
Q2 | $400K | Buy |
1,831
+1,706
| +1,365% | +$373K | 0.49% | 19 |
|
|
2022
Q1 | $35K | Buy |
+125
| New | +$35K | 0.04% | 80 |
|