Arkadios Wealth 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 | $1.31M | Sell |
5,333
-494
| -8% | -$122K | 0.04% | 463 |
|
|
2025
Q1 | $1.23M | Sell |
5,827
-98
| -2% | -$20.7K | 0.05% | 394 |
|
|
2024
Q4 | $1.39M | Buy |
5,925
+302
| +5% | +$71K | 0.08% | 260 |
|
|
2024
Q3 | $1.24M | Buy |
5,623
+666
| +13% | +$147K | 0.07% | 276 |
|
|
2024
Q2 | $1.06M | Buy |
4,957
+104
| +2% | +$22.3K | 0.07% | 269 |
|
|
2024
Q1 | $947K | Buy |
4,853
+2
| +0% | +$390 | 0.07% | 247 |
|
|
2023
Q4 | $850K | Buy |
4,851
+3,096
| +176% | +$542K | 0.07% | 254 |
|
|
2023
Q3 | $270K | Sell |
1,755
-577
| -25% | -$88.8K | 0.03% | 528 |
|
|
2023
Q2 | $370K | Buy |
+2,332
| New | +$370K | 0.04% | 386 |
|
|
2023
Q1 | – | Sell |
-2,552
| Closed | -$308K | – | 612 |
|
|
2022
Q4 | $308K | Sell |
2,552
-68
| -3% | -$8.2K | 0.04% | 396 |
|
|
2022
Q3 | $313K | Buy |
2,620
+2
| +0.1% | +$239 | 0.05% | 366 |
|
|
2022
Q2 | $328K | Sell |
2,618
-21
| -0.8% | -$2.63K | 0.05% | 376 |
|
|
2022
Q1 | $419K | Sell |
2,639
-3,035
| -53% | -$482K | 0.05% | 349 |
|
|
2021
Q4 | $984K | Sell |
5,674
-25,711
| -82% | -$4.46M | 0.13% | 179 |
|
|
2021
Q3 | $4.79M | Buy |
31,385
+74
| +0.2% | +$11.3K | 0.69% | 21 |
|
|
2021
Q2 | $4.72M | Buy |
31,311
+28,633
| +1,069% | +$4.31M | 0.57% | 29 |
|
|
2021
Q1 | $360K | Buy |
2,678
+912
| +52% | +$123K | 0.06% | 312 |
|
|
2020
Q4 | $235K | Buy |
1,766
+1,506
| +579% | +$200K | 0.05% | 301 |
|
|
2020
Q3 | $32.6K | Hold |
260
| – | – | 0.02% | 491 |
|
|
2020
Q2 | $29.1K | Hold |
260
| – | – | 0.02% | 473 |
|
|
2020
Q1 | $21.9K | Hold |
260
| – | – | 0.01% | 469 |
|
|
2019
Q4 | $27.3K | Buy |
+260
| New | +$27.3K | 0.02% | 403 |
|