Archford Capital Strategies’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 |
-2,276
| Closed | -$367K | – | 275 |
|
2023
Q2 | $367K | Hold |
2,276
| – | – | 0.07% | 232 |
|
2023
Q1 | $313K | Hold |
2,276
| – | – | 0.07% | 235 |
|
2022
Q4 | $274K | Sell |
2,276
-3,251
| -59% | -$392K | 0.06% | 240 |
|
2022
Q3 | $660K | Hold |
5,527
| – | – | 0.17% | 145 |
|
2022
Q2 | $692K | Hold |
5,527
| – | – | 0.17% | 146 |
|
2022
Q1 | $878K | Sell |
5,527
-98
| -2% | -$15.6K | 0.2% | 130 |
|
2021
Q4 | $975K | Sell |
5,625
-6
| -0.1% | -$1.04K | 0.22% | 119 |
|
2021
Q3 | $860K | Buy |
+5,631
| New | +$860K | 0.2% | 131 |
|