Atria Investments’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
Q1 | – | Sell |
-2,510
| Closed | -$591K | – | 1959 |
|
|
2024
Q4 | $591K | Buy |
+2,510
| New | +$591K | 0.01% | 1243 |
|
|
2024
Q3 | – | Sell |
-5,807
| Closed | -$1.25M | – | 1978 |
|
|
2024
Q2 | $1.25M | Sell |
5,807
-8,732
| -60% | -$1.87M | 0.02% | 830 |
|
|
2024
Q1 | $2.84M | Buy |
14,539
+1,795
| +14% | +$350K | 0.04% | 524 |
|
|
2023
Q4 | $2.23M | Buy |
+12,744
| New | +$2.23M | 0.03% | 556 |
|
|
2023
Q3 | – | Sell |
-11,823
| Closed | -$1.87M | – | 866 |
|
|
2023
Q2 | $1.87M | Buy |
11,823
+339
| +3% | +$53.8K | 0.03% | 581 |
|
|
2023
Q1 | $1.6M | Buy |
+11,484
| New | +$1.6M | 0.03% | 623 |
|
|
2020
Q4 | – | Sell |
-21,833
| Closed | -$2.65M | – | 682 |
|
|
2020
Q3 | $2.65M | Buy |
21,833
+10,403
| +91% | +$1.26M | 0.08% | 264 |
|
|
2020
Q2 | $1.22M | Buy |
+11,430
| New | +$1.22M | 0.04% | 449 |
|
|
2020
Q1 | – | Sell |
-14,536
| Closed | -$1.4M | – | 881 |
|
|
2019
Q4 | $1.4M | Sell |
14,536
-161
| -1% | -$15.6K | 0.04% | 421 |
|
|
2019
Q3 | $1.28M | Sell |
14,697
-496
| -3% | -$43.2K | 0.05% | 345 |
|
|
2019
Q2 | $1.3M | Sell |
15,193
-783
| -5% | -$67.1K | 0.05% | 329 |
|
|
2019
Q1 | $1.31M | Buy |
15,976
+2,450
| +18% | +$202K | 0.06% | 286 |
|
|
2018
Q4 | $970K | Buy |
13,526
+2,253
| +20% | +$162K | 0.04% | 315 |
|
|
2018
Q3 | $963K | Buy |
11,273
+1,916
| +20% | +$164K | 0.04% | 404 |
|
|
2018
Q2 | $733K | Buy |
9,357
+2,131
| +29% | +$167K | 0.03% | 444 |
|
|
2018
Q1 | $533K | Buy |
7,226
+1,410
| +24% | +$104K | 0.03% | 496 |
|
|
2017
Q4 | $425K | Sell |
5,816
-53,368
| -90% | -$3.9M | 0.02% | 524 |
|
|
2017
Q3 | $4.01M | Buy |
59,184
+13,812
| +30% | +$937K | 0.22% | 82 |
|
|
2017
Q2 | $2.93M | Buy |
+45,372
| New | +$2.93M | 0.18% | 113 |
|