ACG Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,243
| Closed | -$217K | – | 306 |
|
|
2019
Q4 | $217K | Sell |
2,243
-494
| -18% | -$47.8K | 0.03% | 304 |
|
|
2019
Q3 | $238K | Buy |
2,737
+6
| +0.2% | +$522 | 0.04% | 291 |
|
|
2019
Q2 | $234K | Buy |
2,731
+6
| +0.2% | +$514 | 0.03% | 309 |
|
|
2019
Q1 | $224K | Buy |
+2,725
| New | +$224K | 0.03% | 303 |
|
|
2018
Q4 | – | Sell |
-2,707
| Closed | -$231K | – | 321 |
|
|
2018
Q3 | $231K | Buy |
2,707
+7
| +0.3% | +$597 | 0.03% | 281 |
|
|
2018
Q2 | $211K | Buy |
+2,700
| New | +$211K | 0.03% | 268 |
|
|
2017
Q3 | – | Sell |
-3,816
| Closed | -$245K | – | 310 |
|
|
2017
Q2 | $245K | Buy |
+3,816
| New | +$245K | 0.04% | 264 |
|