9258 Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $22.9M | Sell |
103,916
-1,873
| -2% | -$412K | 3.38% | 4 |
|
|
2024
Q2 | $22.7M | Sell |
105,789
-5,025
| -5% | -$1.08M | 3.49% | 3 |
|
|
2024
Q1 | $21.6M | Buy |
110,814
+2,237
| +2% | +$436K | 3.37% | 3 |
|
|
2023
Q4 | $19M | Buy |
108,577
+12,090
| +13% | +$2.12M | 3.35% | 4 |
|
|
2023
Q3 | $14.8M | Buy |
96,487
+12,652
| +15% | +$1.95M | 2.89% | 5 |
|
|
2023
Q2 | $13.3M | Buy |
83,835
+40,159
| +92% | +$6.37M | 2.5% | 9 |
|
|
2023
Q1 | $6.07M | Buy |
43,676
+2,392
| +6% | +$332K | 1.23% | 22 |
|
|
2022
Q4 | $4.98M | Buy |
41,284
+7,765
| +23% | +$936K | 1.08% | 24 |
|
|
2022
Q3 | $4.01M | Buy |
33,519
+16,483
| +97% | +$1.97M | 1.02% | 20 |
|
|
2022
Q2 | $2.13M | Buy |
17,036
+14,588
| +596% | +$1.83M | 0.55% | 41 |
|
|
2022
Q1 | $389K | Buy |
+2,448
| New | +$389K | 0.09% | 230 |
|