AAS
Asset Allocation Strategies’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
45,020
+570
| +1% | +$141K | 2.45% | 12 |
|
|
2025
Q1 | $9.38M | Sell |
44,450
-554
| -1% | -$117K | 2.33% | 14 |
|
|
2024
Q4 | $10.7M | Buy |
45,004
+586
| +1% | +$140K | 2.59% | 12 |
|
|
2024
Q3 | $9.77M | Sell |
44,418
-2,471
| -5% | -$544K | 2.78% | 8 |
|
|
2024
Q2 | $10.1M | Buy |
46,889
+1,489
| +3% | +$319K | 3.38% | 8 |
|
|
2024
Q1 | $8.86M | Buy |
45,400
+1,385
| +3% | +$270K | 3.13% | 12 |
|
|
2023
Q4 | $7.71M | Buy |
44,015
+2,219
| +5% | +$389K | 3.01% | 12 |
|
|
2023
Q3 | $6.43M | Buy |
41,796
+1,955
| +5% | +$301K | 2.97% | 12 |
|
|
2023
Q2 | $6.32M | Buy |
39,841
+36,956
| +1,281% | +$5.86M | 2.98% | 13 |
|
|
2023
Q1 | $401K | Sell |
2,885
-31,145
| -92% | -$4.33M | 1.15% | 27 |
|
|
2022
Q4 | $4.1M | Buy |
+34,030
| New | +$4.1M | 2.79% | 14 |
|