Alpha Financial Partners’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 | $498K | Hold |
2,019
| – | – | 0.36% | 44 |
|
|
2025
Q1 | $426K | Hold |
2,019
| – | – | 0.34% | 40 |
|
|
2024
Q4 | $475K | Buy |
+2,019
| New | +$475K | 0.38% | 38 |
|
|
2024
Q3 | – | Sell |
-2,165
| Closed | -$464K | – | 129 |
|
|
2024
Q2 | $464K | Sell |
2,165
-83
| -4% | -$17.8K | 0.4% | 37 |
|
|
2024
Q1 | $439K | Hold |
2,248
| – | – | 0.4% | 36 |
|
|
2023
Q4 | $394K | Sell |
2,248
-2,032
| -47% | -$356K | 0.39% | 36 |
|
|
2023
Q3 | $658K | Sell |
4,280
-455
| -10% | -$70K | 0.76% | 25 |
|
|
2023
Q2 | $751K | Sell |
4,735
-1,941
| -29% | -$308K | 0.8% | 25 |
|
|
2023
Q1 | $928K | Hold |
6,676
| – | – | 1.04% | 18 |
|
|
2022
Q4 | $805K | Buy |
+6,676
| New | +$805K | 0.98% | 23 |
|