Atria Wealth Solutions’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 | $1.82M | Sell |
7,361
-16,551
| -69% | -$4.08M | 0.04% | 446 |
|
|
2025
Q1 | $5.04M | Sell |
23,912
-39,134
| -62% | -$8.25M | 0.06% | 333 |
|
|
2024
Q4 | $14.8M | Buy |
63,046
+32,078
| +104% | +$7.55M | 0.16% | 132 |
|
|
2024
Q3 | $6.81M | Sell |
30,968
-38,070
| -55% | -$8.38M | 0.07% | 274 |
|
|
2024
Q2 | $14.8M | Sell |
69,038
-6,068
| -8% | -$1.3M | 0.16% | 128 |
|
|
2024
Q1 | $14.7M | Buy |
75,106
+22,874
| +44% | +$4.46M | 0.17% | 135 |
|
|
2023
Q4 | $9.15M | Buy |
52,232
+32,033
| +159% | +$5.61M | 0.11% | 177 |
|
|
2023
Q3 | $3.11M | Sell |
20,199
-27,450
| -58% | -$4.23M | 0.04% | 423 |
|
|
2023
Q2 | $7.56M | Buy |
47,649
+7,391
| +18% | +$1.17M | 0.1% | 192 |
|
|
2023
Q1 | $5.59M | Buy |
40,258
+27,149
| +207% | +$3.77M | 0.08% | 243 |
|
|
2022
Q4 | $1.58M | Buy |
13,109
+680
| +5% | +$82K | 0.03% | 597 |
|
|
2022
Q3 | $1.49M | Buy |
12,429
+5,103
| +70% | +$610K | 0.03% | 586 |
|
|
2022
Q2 | $917K | Sell |
7,326
-8,712
| -54% | -$1.09M | 0.02% | 715 |
|
|
2022
Q1 | $2.55M | Buy |
+16,038
| New | +$2.55M | 0.04% | 417 |
|