9258 Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$22.9M Sell
2024
Q2
$22.7M Sell
2024
Q1
$21.6M Buy
2023
Q4
$19M Buy
2023
Q3
$14.8M Buy
2023
Q2
$13.3M Buy
2023
Q1
$6.07M Buy
2022
Q4
$4.98M Buy
2022
Q3
$4M Buy
2022
Q2
$2.13M Buy
2022
Q1
$389K Buy