Allworth Financial’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 | $1.16M | Buy |
4,701
+179
| +4% | +$44.1K | 0.01% | 599 |
|
2025
Q1 | $948K | Buy |
4,522
+150
| +3% | +$31.5K | 0.01% | 529 |
|
2024
Q4 | $1.06M | Sell |
4,372
-8
| -0.2% | -$1.94K | 0.01% | 522 |
|
2024
Q3 | $964K | Sell |
4,380
-217
| -5% | -$47.8K | 0.01% | 439 |
|
2024
Q2 | $976K | Sell |
4,597
-55
| -1% | -$11.7K | 0.01% | 427 |
|
2024
Q1 | $908K | Buy |
4,652
+1
| +0% | +$195 | 0.01% | 428 |
|
2023
Q4 | $815K | Sell |
4,651
-233
| -5% | -$40.8K | 0.01% | 435 |
|
2023
Q3 | $751K | Sell |
4,884
-244
| -5% | -$37.5K | 0.01% | 417 |
|
2023
Q2 | $813K | Sell |
5,128
-410
| -7% | -$65K | 0.01% | 415 |
|
2023
Q1 | $769K | Sell |
5,538
-1,935
| -26% | -$269K | 0.01% | 387 |
|
2022
Q4 | $901K | Sell |
7,473
-1,608
| -18% | -$194K | 0.01% | 359 |
|
2022
Q3 | $1.09M | Sell |
9,081
-1,224
| -12% | -$146K | 0.01% | 313 |
|
2022
Q2 | $1.29M | Sell |
10,305
-4,400
| -30% | -$551K | 0.02% | 275 |
|
2022
Q1 | $2.34M | Sell |
14,705
-6,604
| -31% | -$1.05M | 0.03% | 203 |
|
2021
Q4 | $3.69M | Sell |
21,309
-4,095
| -16% | -$710K | 0.05% | 145 |
|
2021
Q3 | $3.88M | Buy |
+25,404
| New | +$3.88M | 0.06% | 121 |
|