Arcadia Wealth Management (New Hampshire)’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 | $2.32M | Sell |
9,419
-194
| -2% | -$47.8K | 1.01% | 22 |
|
|
2025
Q1 | $2.03M | Sell |
9,613
-171
| -2% | -$36.1K | 1% | 22 |
|
|
2024
Q4 | $2.3M | Sell |
9,784
-1,004
| -9% | -$236K | 1.16% | 19 |
|
|
2024
Q3 | $2.37M | Sell |
10,788
-361
| -3% | -$79.4K | 1.25% | 20 |
|
|
2024
Q2 | $2.39M | Sell |
11,149
-261
| -2% | -$56K | 1.37% | 19 |
|
|
2024
Q1 | $2.23M | Sell |
11,410
-184
| -2% | -$35.9K | 1.37% | 19 |
|
|
2023
Q4 | $2.03M | Sell |
11,594
-206
| -2% | -$36.1K | 1.41% | 18 |
|
|
2023
Q3 | $1.82M | Buy |
11,800
+95
| +0.8% | +$14.6K | 1.42% | 18 |
|
|
2023
Q2 | $1.86M | Sell |
11,705
-79,859
| -87% | -$12.7M | 1.37% | 18 |
|
|
2023
Q1 | $12.7M | Buy |
91,564
+3,294
| +4% | +$458K | 10.55% | 2 |
|
|
2022
Q4 | $10.6M | Buy |
+88,270
| New | +$10.6M | 9.34% | 2 |
|