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