Aptus Capital Advisors’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 | $269K | Sell |
1,090
-30
| -3% | -$7.39K | ﹤0.01% | 839 |
|
2025
Q1 | $236K | Sell |
1,120
-123
| -10% | -$25.9K | ﹤0.01% | 836 |
|
2024
Q4 | $292K | Buy |
1,243
+839
| +208% | +$197K | ﹤0.01% | 768 |
|
2024
Q3 | $88.9K | Hold |
404
| – | – | ﹤0.01% | 863 |
|
2024
Q2 | $86.7K | Sell |
404
-48
| -11% | -$10.3K | ﹤0.01% | 828 |
|
2024
Q1 | $88.2K | Buy |
452
+48
| +12% | +$9.37K | ﹤0.01% | 830 |
|
2023
Q4 | $70.8K | Hold |
404
| – | – | ﹤0.01% | 639 |
|
2023
Q3 | $62.1K | Hold |
404
| – | – | ﹤0.01% | 667 |
|
2023
Q2 | $64.1K | Sell |
404
-306
| -43% | -$48.5K | ﹤0.01% | 548 |
|
2023
Q1 | $98.6K | Sell |
710
-205
| -22% | -$28.5K | ﹤0.01% | 519 |
|
2022
Q4 | $110K | Hold |
915
| – | – | ﹤0.01% | 521 |
|
2022
Q3 | $109K | Buy |
915
+379
| +71% | +$45.1K | ﹤0.01% | 484 |
|
2022
Q2 | $67K | Buy |
+536
| New | +$67K | ﹤0.01% | 440 |
|