AF
Apexium Financial’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Buy |
49,751
+1,358
| +3% | +$335K | 0.65% | 26 |
|
|
2025
Q1 | $10.2M | Sell |
48,393
-552
| -1% | -$116K | 0.61% | 29 |
|
|
2024
Q4 | $11.5M | Buy |
48,945
+2,184
| +5% | +$514K | 0.7% | 20 |
|
|
2024
Q3 | $10.3M | Buy |
46,761
+2,666
| +6% | +$587K | 0.68% | 24 |
|
|
2024
Q2 | $9.46M | Buy |
44,095
+3,380
| +8% | +$725K | 0.68% | 21 |
|
|
2024
Q1 | $7.94M | Buy |
40,715
+3,585
| +10% | +$699K | 0.6% | 23 |
|
|
2023
Q4 | $6.51M | Buy |
37,130
+702
| +2% | +$123K | 0.47% | 31 |
|
|
2023
Q3 | $5.61M | Buy |
36,428
+900
| +3% | +$139K | 0.56% | 26 |
|
|
2023
Q2 | $5.63M | Buy |
35,528
+5,142
| +17% | +$815K | 0.5% | 25 |
|
|
2023
Q1 | $4.22M | Buy |
30,386
+3,742
| +14% | +$520K | 0.41% | 34 |
|
|
2022
Q4 | $3.21M | Sell |
26,644
-2,492
| -9% | -$300K | 0.33% | 40 |
|
|
2022
Q3 | $3.48M | Buy |
+29,136
| New | +$3.48M | 0.43% | 32 |
|