Apollon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,056
| Closed | -$672K | – | 1245 |
|
|
2024
Q3 | $672K | Buy |
3,056
+590
| +24% | +$130K | 0.02% | 609 |
|
|
2024
Q2 | $529K | Sell |
2,466
-627
| -20% | -$135K | 0.02% | 659 |
|
|
2024
Q1 | $603K | Buy |
3,093
+650
| +27% | +$127K | 0.02% | 631 |
|
|
2023
Q4 | $428K | Buy |
2,443
+632
| +35% | +$111K | 0.01% | 712 |
|
|
2023
Q3 | $279K | Buy |
+1,811
| New | +$279K | 0.01% | 722 |
|
|
2023
Q1 | – | Sell |
-1,882
| Closed | -$227K | – | 893 |
|
|
2022
Q4 | $227K | Hold |
1,882
| – | – | 0.02% | 748 |
|
|
2022
Q3 | $225K | Buy |
+1,882
| New | +$225K | 0.02% | 691 |
|