Able 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
4,964
-4,440
| -47% | -$1.09M | 0.62% | 40 |
|
|
2025
Q1 | $1.98M | Buy |
9,404
+3,007
| +47% | +$634K | 1.17% | 23 |
|
|
2024
Q4 | $1.5M | Buy |
6,397
+5,075
| +384% | +$1.19M | 0.99% | 26 |
|
|
2024
Q3 | $291K | Buy |
+1,322
| New | +$291K | 0.22% | 71 |
|
|
2024
Q1 | – | Sell |
-112
| Closed | -$19.6K | – | 331 |
|
|
2023
Q4 | $19.6K | Buy |
+112
| New | +$19.6K | 0.02% | 204 |
|