AAS
Avantax Advisory Services’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 | $55.8M | Sell |
226,275
-4,709
| -2% | -$1.16M | 0.31% | 47 |
|
|
2025
Q1 | $48.7M | Sell |
230,984
-7,560
| -3% | -$1.59M | 0.3% | 44 |
|
|
2024
Q4 | $56.1M | Buy |
238,544
+1,179
| +0.5% | +$277K | 0.35% | 43 |
|
|
2024
Q3 | $52.2M | Sell |
237,365
-22,091
| -9% | -$4.86M | 0.34% | 37 |
|
|
2024
Q2 | $55.7M | Buy |
259,456
+32,244
| +14% | +$6.92M | 0.4% | 33 |
|
|
2024
Q1 | $44.3M | Buy |
227,212
+61,232
| +37% | +$11.9M | 0.39% | 33 |
|
|
2023
Q4 | $29.1M | Buy |
165,980
+30,909
| +23% | +$5.42M | 0.29% | 43 |
|
|
2023
Q3 | $20.8M | Buy |
135,071
+20,212
| +18% | +$3.11M | 0.23% | 66 |
|
|
2023
Q2 | $18.2M | Buy |
114,859
+29,165
| +34% | +$4.62M | 0.21% | 84 |
|
|
2023
Q1 | $11.9M | Buy |
85,694
+58,000
| +209% | +$8.06M | 0.15% | 117 |
|
|
2022
Q4 | $3.34M | Buy |
27,694
+8,085
| +41% | +$974K | 0.04% | 305 |
|
|
2022
Q3 | $2.34M | Buy |
19,609
+8,521
| +77% | +$1.02M | 0.04% | 346 |
|
|
2022
Q2 | $1.39M | Buy |
11,088
+2,522
| +29% | +$316K | 0.02% | 464 |
|
|
2022
Q1 | $1.36M | Buy |
8,566
+835
| +11% | +$133K | 0.02% | 462 |
|
|
2021
Q4 | $1.34M | Sell |
7,731
-627
| -8% | -$109K | 0.02% | 446 |
|
|
2021
Q3 | $1.27M | Buy |
8,358
+2,508
| +43% | +$382K | 0.02% | 424 |
|
|
2021
Q2 | $879K | Buy |
5,850
+572
| +11% | +$85.9K | 0.02% | 512 |
|
|
2021
Q1 | $710K | Buy |
5,278
+573
| +12% | +$77.1K | 0.02% | 515 |
|
|
2020
Q4 | $626K | Sell |
4,705
-11,468
| -71% | -$1.53M | 0.01% | 491 |
|
|
2020
Q3 | $1.96M | Buy |
16,173
+12,764
| +374% | +$1.55M | 0.03% | 370 |
|
|
2020
Q2 | $363K | Sell |
3,409
-2,857
| -46% | -$304K | 0.01% | 575 |
|
|
2020
Q1 | $527K | Buy |
+6,266
| New | +$527K | 0.02% | 426 |
|