BSW Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Hold |
4,019
| – | – | 0.23% | 59 |
|
|
2025
Q1 | $1.45M | Buy |
4,019
+550
| +16% | +$199K | 0.22% | 62 |
|
|
2024
Q4 | $1.39M | Hold |
3,469
| – | – | 0.2% | 66 |
|
|
2024
Q3 | $1.3M | Hold |
3,469
| – | – | 0.2% | 63 |
|
|
2024
Q2 | $1.26M | Buy |
3,469
+331
| +11% | +$121K | 0.21% | 62 |
|
|
2024
Q1 | $1.06M | Hold |
3,138
| – | – | 0.18% | 74 |
|
|
2023
Q4 | $951K | Hold |
3,138
| – | – | 0.19% | 73 |
|
|
2023
Q3 | $835K | Hold |
3,138
| – | – | 0.19% | 72 |
|
|
2023
Q2 | $863K | Hold |
3,138
| – | – | 0.18% | 72 |
|
|
2023
Q1 | $767K | Hold |
3,138
| – | – | 0.16% | 95 |
|
|
2022
Q4 | $672K | Hold |
3,138
| – | – | 0.14% | 106 |
|
|
2022
Q3 | $660K | Buy |
+3,138
| New | +$660K | 0.16% | 83 |
|