AWM
Avior Wealth Management’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 | $4.24M | Sell |
17,220
-575
| -3% | -$142K | 0.15% | 114 |
|
|
2025
Q1 | $3.75M | Sell |
17,795
-1,807
| -9% | -$381K | 0.14% | 120 |
|
|
2024
Q4 | $4.61M | Sell |
19,602
-1,279
| -6% | -$301K | 0.17% | 101 |
|
|
2024
Q3 | $4.59M | Sell |
20,881
-1,283
| -6% | -$282K | 0.18% | 93 |
|
|
2024
Q2 | $4.75M | Sell |
22,164
-1,391
| -6% | -$298K | 0.2% | 87 |
|
|
2024
Q1 | $4.6M | Sell |
23,555
-3,268
| -12% | -$638K | 0.21% | 89 |
|
|
2023
Q4 | $4.7M | Sell |
26,823
-6,379
| -19% | -$1.12M | 0.28% | 70 |
|
|
2023
Q3 | $5.11M | Sell |
33,202
-8,150
| -20% | -$1.25M | 0.35% | 64 |
|
|
2023
Q2 | $6.56M | Sell |
41,352
-6,746
| -14% | -$1.07M | 0.43% | 53 |
|
|
2023
Q1 | $6.68M | Sell |
48,098
-5,322
| -10% | -$739K | 0.46% | 50 |
|
|
2022
Q4 | $6.44M | Buy |
53,420
+44,017
| +468% | +$5.31M | 0.49% | 44 |
|
|
2022
Q3 | $1.12M | Buy |
9,403
+9,343
| +15,572% | +$1.12M | 0.09% | 153 |
|
|
2022
Q2 | $7K | Hold |
60
| – | – | ﹤0.01% | 818 |
|
|
2022
Q1 | $9K | Hold |
60
| – | – | ﹤0.01% | 843 |
|
|
2021
Q4 | $10K | Sell |
60
-114
| -66% | -$19K | ﹤0.01% | 800 |
|
|
2021
Q3 | $26K | Buy |
174
+113
| +185% | +$16.9K | ﹤0.01% | 623 |
|
|
2021
Q2 | $9K | Buy |
61
+1
| +2% | +$148 | ﹤0.01% | 762 |
|
|
2021
Q1 | $8K | Hold |
60
| – | – | ﹤0.01% | 787 |
|
|
2020
Q4 | $8K | Hold |
60
| – | – | ﹤0.01% | 739 |
|
|
2020
Q3 | $7K | Hold |
60
| – | – | ﹤0.01% | 725 |
|
|
2020
Q2 | $6K | Buy |
+60
| New | +$6K | ﹤0.01% | 708 |
|