Advantage Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $29K | Hold |
338
| – | – | 0.02% | 447 |
|
|
2019
Q2 | $29K | Hold |
338
| – | – | 0.02% | 452 |
|
|
2019
Q1 | $28K | Hold |
338
| – | – | 0.02% | 454 |
|
|
2018
Q4 | $24K | Sell |
338
-48
| -12% | -$3.41K | 0.02% | 479 |
|
|
2018
Q3 | $33K | Sell |
386
-2,837
| -88% | -$243K | 0.02% | 477 |
|
|
2018
Q2 | $252K | Sell |
3,223
-74,164
| -96% | -$5.8M | 0.18% | 101 |
|
|
2018
Q1 | $5.71M | Buy |
77,387
+52,485
| +211% | +$3.87M | 2.18% | 11 |
|
|
2017
Q4 | $1.82M | Buy |
24,902
+683
| +3% | +$50K | 0.57% | 38 |
|
|
2017
Q3 | $1.64M | Buy |
+24,219
| New | +$1.64M | 0.54% | 43 |
|
|
2017
Q2 | – | Sell |
-844
| Closed | -$52K | – | 1094 |
|
|
2017
Q1 | $52K | Hold |
844
| – | – | 0.02% | 335 |
|
|
2016
Q4 | $48K | Buy |
+844
| New | +$48K | 0.02% | 336 |
|