Avestar Capital’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 | – | Sell |
-979
| Closed | -$207K | – | 448 |
|
|
2025
Q1 | $207K | Sell |
979
-5,557
| -85% | -$1.17M | 0.02% | 403 |
|
|
2024
Q4 | $1.54M | Hold |
6,536
| – | – | 0.13% | 110 |
|
|
2024
Q3 | $1.44M | Hold |
6,536
| – | – | 0.15% | 107 |
|
|
2024
Q2 | $1.4M | Hold |
6,536
| – | – | 0.14% | 105 |
|
|
2024
Q1 | $1.28M | Sell |
6,536
-1,847
| -22% | -$360K | 0.13% | 115 |
|
|
2023
Q4 | $1.47M | Buy |
+8,383
| New | +$1.47M | 0.17% | 70 |
|
|
2018
Q4 | – | Sell |
-65
| Closed | -$5K | – | 912 |
|
|
2018
Q3 | $5K | Hold |
65
| – | – | ﹤0.01% | 548 |
|
|
2018
Q2 | $5K | Hold |
65
| – | – | ﹤0.01% | 569 |
|
|
2018
Q1 | $4K | Buy |
65
+15
| +30% | +$923 | ﹤0.01% | 575 |
|
|
2017
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 600 |
|