Arax Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-14
| Closed | -$2.22K | – | 1343 |
|
|
2023
Q2 | $2.22K | Buy |
+14
| New | +$2.22K | ﹤0.01% | 985 |
|
|
2021
Q3 | – | Sell |
-116
| Closed | -$17K | – | 1036 |
|
|
2021
Q2 | $17K | Buy |
+116
| New | +$17K | ﹤0.01% | 594 |
|
|
2018
Q3 | – | Sell |
-2,672
| Closed | -$209K | – | 673 |
|
|
2018
Q2 | $209K | Hold |
2,672
| – | – | 0.09% | 94 |
|
|
2018
Q1 | $197K | Sell |
2,672
-1,047
| -28% | -$77.2K | 0.1% | 79 |
|
|
2017
Q4 | $272K | Hold |
3,719
| – | – | 0.12% | 70 |
|
|
2017
Q3 | $252K | Sell |
3,719
-3,882
| -51% | -$263K | 0.12% | 72 |
|
|
2017
Q2 | $490K | Sell |
7,601
-2,225
| -23% | -$143K | 0.23% | 35 |
|
|
2017
Q1 | $604K | Sell |
9,826
-108,723
| -92% | -$6.68M | 0.29% | 25 |
|
|
2016
Q4 | $6.68M | Buy |
+118,549
| New | +$6.68M | 3.34% | 13 |
|