Ameliora Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.93M | Sell |
15,950
-11,323
| -42% | -$2.79M | 1.41% | 17 |
|
|
2025
Q1 | $5.75M | Sell |
27,273
-5,448
| -17% | -$1.15M | 2.16% | 10 |
|
|
2024
Q4 | $7.7M | Sell |
32,721
-996
| -3% | -$234K | 2.89% | 10 |
|
|
2024
Q3 | $7.42M | Sell |
33,717
-260
| -0.8% | -$57.2K | 3.09% | 8 |
|
|
2024
Q2 | $7.29M | Buy |
33,977
+9,084
| +36% | +$1.95M | 3.31% | 8 |
|
|
2024
Q1 | $4.86M | Sell |
24,893
-339
| -1% | -$66.1K | 2.2% | 13 |
|
|
2023
Q4 | $4.42M | Buy |
25,232
+1,238
| +5% | +$217K | 2.19% | 13 |
|
|
2023
Q3 | $3.69M | Buy |
23,994
+6,858
| +40% | +$1.05M | 2.19% | 14 |
|
|
2023
Q2 | $2.72M | Buy |
17,136
+11,651
| +212% | +$1.85M | 1.68% | 18 |
|
|
2023
Q1 | $762K | Buy |
5,485
+5,336
| +3,581% | +$741K | 0.44% | 51 |
|
|
2022
Q4 | $18K | Hold |
149
| – | – | 0.01% | 194 |
|
|
2022
Q3 | $17K | Buy |
+149
| New | +$17K | 0.01% | 182 |
|