AFT Forsyth & Company’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 | $324K | Sell |
1,314
-30
| -2% | -$7.4K | 0.17% | 89 |
|
|
2025
Q1 | $283K | Sell |
1,344
-69
| -5% | -$14.6K | 0.15% | 107 |
|
|
2024
Q4 | $332K | Buy |
1,413
+1
| +0.1% | +$235 | 0.16% | 103 |
|
|
2024
Q3 | $311K | Buy |
1,412
+1
| +0.1% | +$220 | 0.15% | 107 |
|
|
2024
Q2 | $303K | Hold |
1,411
| – | – | 0.15% | 114 |
|
|
2024
Q1 | $275K | Buy |
1,411
+1
| +0.1% | +$195 | 0.16% | 120 |
|
|
2023
Q4 | $247K | Buy |
1,410
+2
| +0.1% | +$350 | 0.16% | 121 |
|
|
2023
Q3 | $217K | Hold |
1,408
| – | – | 0.16% | 120 |
|
|
2023
Q2 | $223K | Buy |
+1,408
| New | +$223K | 0.16% | 126 |
|
|
2022
Q2 | – | Sell |
-1,401
| Closed | -$223K | – | 143 |
|
|
2022
Q1 | $223K | Buy |
1,401
+1
| +0.1% | +$159 | 0.14% | 143 |
|
|
2021
Q4 | $243K | Hold |
1,400
| – | – | 0.12% | 142 |
|
|
2021
Q3 | $214K | Hold |
1,400
| – | – | 0.12% | 146 |
|
|
2021
Q2 | $211K | Buy |
+1,400
| New | +$211K | 0.11% | 151 |
|
|
2013
Q3 | $58K | Hold |
1,415
| – | – | 0.08% | 164 |
|
|
2013
Q2 | $54K | Buy |
+1,415
| New | +$54K | 0.08% | 157 |
|