AssetMark Inc’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 | $103K | Buy |
417
+398
| +2,095% | +$98.1K | ﹤0.01% | 1357 |
|
2025
Q1 | $4.01K | Sell |
19
-599
| -97% | -$126K | ﹤0.01% | 2043 |
|
2024
Q4 | $145K | Buy |
618
+599
| +3,153% | +$141K | ﹤0.01% | 1175 |
|
2024
Q3 | $4.18K | Sell |
19
-162
| -90% | -$35.6K | ﹤0.01% | 1755 |
|
2024
Q2 | $38.8K | Buy |
181
+83
| +85% | +$17.8K | ﹤0.01% | 1276 |
|
2024
Q1 | $19.1K | Sell |
98
-651
| -87% | -$127K | ﹤0.01% | 1285 |
|
2023
Q4 | $131K | Buy |
749
+676
| +926% | +$118K | ﹤0.01% | 990 |
|
2023
Q3 | $11.2K | Buy |
+73
| New | +$11.2K | ﹤0.01% | 1317 |
|
2023
Q2 | – | Sell |
-123
| Closed | -$17.1K | – | 1624 |
|
2023
Q1 | $17.1K | Buy |
+123
| New | +$17.1K | ﹤0.01% | 1209 |
|
2016
Q2 | – | Sell |
-8
| Closed | – | – | 1223 |
|
2016
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 1291 |
|
2015
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 1428 |
|
2015
Q3 | $0 | Sell |
8
-32,789
| -100% | – | ﹤0.01% | 789 |
|
2015
Q2 | $1.71M | Buy |
+32,797
| New | +$1.71M | 0.04% | 223 |
|