AWM
AE Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155M | Buy |
627,860
+28,302
| +5% | +$6.98M | 1.13% | 12 |
|
|
2025
Q1 | $126M | Sell |
599,558
-50,464
| -8% | -$10.6M | 1.06% | 12 |
|
|
2024
Q4 | $153M | Sell |
650,022
-4,079
| -0.6% | -$960K | 1.3% | 11 |
|
|
2024
Q3 | $144M | Sell |
654,101
-7,219
| -1% | -$1.59M | 1.31% | 10 |
|
|
2024
Q2 | $142M | Buy |
661,320
+67,139
| +11% | +$14.4M | 1.42% | 9 |
|
|
2024
Q1 | $116M | Sell |
594,181
-664,533
| -53% | -$130M | 1.31% | 9 |
|
|
2023
Q4 | $230M | Buy |
1,258,714
+134,176
| +12% | +$24.6M | 1.18% | 9 |
|
|
2023
Q3 | $173M | Sell |
1,124,538
-29,478
| -3% | -$4.53M | 1.03% | 10 |
|
|
2023
Q2 | $183M | Sell |
1,154,016
-75,962
| -6% | -$12M | 1.1% | 9 |
|
|
2023
Q1 | $171M | Buy |
1,229,978
+76,015
| +7% | +$10.6M | 1.1% | 10 |
|
|
2022
Q4 | $139M | Sell |
1,153,963
-45,515
| -4% | -$5.49M | 1.01% | 10 |
|
|
2022
Q3 | $143M | Sell |
1,199,478
-29,410
| -2% | -$3.51M | 1.14% | 8 |
|
|
2022
Q2 | $154M | Sell |
1,228,888
-188,483
| -13% | -$23.6M | 1.23% | 7 |
|
|
2022
Q1 | $225M | Sell |
1,417,371
-468,414
| -25% | -$74.4M | 1.55% | 7 |
|
|
2021
Q4 | $327M | Buy |
1,885,785
+69,734
| +4% | +$12.1M | 2.28% | 4 |
|
|
2021
Q3 | $277M | Sell |
1,816,051
-327,443
| -15% | -$50M | 2.28% | 4 |
|
|
2021
Q2 | $323M | Buy |
2,143,494
+625,456
| +41% | +$94.2M | 2.82% | 2 |
|
|
2021
Q1 | $204M | Buy |
1,518,038
+174,732
| +13% | +$23.5M | 2.06% | 3 |
|
|
2020
Q4 | $179M | Sell |
1,343,306
-32,537
| -2% | -$4.33M | 2.03% | 5 |
|
|
2020
Q3 | $167M | Sell |
1,375,843
-263,932
| -16% | -$32M | 2.38% | 5 |
|
|
2020
Q2 | $175M | Buy |
1,639,775
+360,458
| +28% | +$38.4M | 2.7% | 3 |
|
|
2020
Q1 | $108M | Sell |
1,279,317
-55,375
| -4% | -$4.66M | 2.48% | 3 |
|
|
2019
Q4 | $129M | Buy |
1,334,692
+129,144
| +11% | +$12.5M | 2.8% | 2 |
|
|
2019
Q3 | $105M | Buy |
1,205,548
+18,818
| +2% | +$1.64M | 3.03% | 2 |
|
|
2019
Q2 | $102M | Buy |
1,186,730
+660,561
| +126% | +$56.7M | 3.06% | 2 |
|
|
2019
Q1 | $43.3M | Buy |
526,169
+513,511
| +4,057% | +$42.2M | 3.01% | 2 |
|
|
2018
Q4 | $908K | Sell |
12,658
-702,500
| -98% | -$50.4M | 0.16% | 157 |
|
|
2018
Q3 | $61.1M | Buy |
715,158
+87,571
| +14% | +$7.48M | 3.36% | 2 |
|
|
2018
Q2 | $49.2M | Buy |
627,587
+120,378
| +24% | +$9.43M | 3.34% | 4 |
|
|
2018
Q1 | $37.4M | Buy |
507,209
+119,166
| +31% | +$8.79M | 2.89% | 5 |
|
|
2017
Q4 | $28.4M | Buy |
388,043
+63,116
| +19% | +$4.62M | 2.51% | 5 |
|
|
2017
Q3 | $22M | Buy |
324,927
+92,132
| +40% | +$6.25M | 2.04% | 5 |
|
|
2017
Q2 | $15M | Buy |
232,795
+69,090
| +42% | +$4.46M | 1.79% | 6 |
|
|
2017
Q1 | $10.1M | Buy |
163,705
+114,186
| +231% | +$7.03M | 1.87% | 7 |
|
|
2016
Q4 | $2.79M | Buy |
+49,519
| New | +$2.79M | 1.13% | 14 |
|