AMG National Trust Bank’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 | $595K | Hold |
2,415
| – | – | 0.02% | 333 |
|
|
2025
Q1 | $509K | Sell |
2,415
-1,610
| -40% | -$340K | 0.01% | 334 |
|
|
2024
Q4 | $947K | Sell |
4,025
-225
| -5% | -$52.9K | 0.03% | 290 |
|
|
2024
Q3 | $935K | Hold |
4,250
| – | – | 0.03% | 299 |
|
|
2024
Q2 | $912K | Hold |
4,250
| – | – | 0.02% | 307 |
|
|
2024
Q1 | $829K | Sell |
4,250
-75
| -2% | -$14.6K | 0.02% | 308 |
|
|
2023
Q4 | $758K | Hold |
4,325
| – | – | 0.02% | 305 |
|
|
2023
Q3 | $665K | Hold |
4,325
| – | – | 0.02% | 309 |
|
|
2023
Q2 | $686K | Hold |
4,325
| – | – | 0.02% | 308 |
|
|
2023
Q1 | $601K | Hold |
4,325
| – | – | 0.02% | 331 |
|
|
2022
Q4 | $521K | Hold |
4,325
| – | – | 0.02% | 325 |
|
|
2022
Q3 | $517K | Sell |
4,325
-50
| -1% | -$5.98K | 0.02% | 329 |
|
|
2022
Q2 | $614K | Hold |
4,375
| – | – | 0.02% | 307 |
|
|
2022
Q1 | $695K | Hold |
4,375
| – | – | 0.02% | 310 |
|
|
2021
Q4 | $758K | Hold |
4,375
| – | – | 0.02% | 315 |
|
|
2021
Q3 | $668K | Hold |
4,375
| – | – | 0.02% | 325 |
|
|
2021
Q2 | $659K | Sell |
4,375
-1,150
| -21% | -$173K | 0.02% | 324 |
|
|
2021
Q1 | $743K | Hold |
5,525
| – | – | 0.03% | 306 |
|
|
2020
Q4 | $735K | Hold |
5,525
| – | – | 0.03% | 295 |
|
|
2020
Q3 | $671K | Sell |
5,525
-175
| -3% | -$21.3K | 0.03% | 278 |
|
|
2020
Q2 | $608K | Buy |
+5,700
| New | +$608K | 0.03% | 293 |
|