B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.3K | Buy |
10,351
+122
| +1% | +$15 | ﹤0.01% | 264 |
|
|
2022
Q1 | $1.63M | Sell |
10,229
-6,129
| -37% | -$974K | 0.13% | 163 |
|
|
2021
Q4 | $2.84M | Sell |
16,358
-10,647
| -39% | -$1.85M | 0.2% | 110 |
|
|
2021
Q3 | $4.12M | Buy |
+27,005
| New | +$4.12M | 0.32% | 77 |
|
|
2020
Q3 | – | Sell |
-30,000
| Closed | -$3.2M | – | 477 |
|
|
2020
Q2 | $3.2M | Sell |
30,000
-8,302
| -22% | -$885K | 0.35% | 70 |
|
|
2020
Q1 | $3.23M | Sell |
38,302
-8,543
| -18% | -$719K | 0.34% | 84 |
|
|
2019
Q4 | $4.52M | Buy |
46,845
+5,415
| +13% | +$523K | 0.68% | 36 |
|
|
2019
Q3 | $3.61M | Sell |
41,430
-5,641
| -12% | -$491K | 0.63% | 38 |
|
|
2019
Q2 | $4.04K | Sell |
47,071
-12,062
| -20% | -$1.04K | 0.62% | 34 |
|
|
2019
Q1 | $4.86M | Buy |
59,133
+15,721
| +36% | +$1.29M | 0.84% | 26 |
|
|
2018
Q4 | $3.12M | Sell |
43,412
-20,814
| -32% | -$1.49M | 0.65% | 36 |
|
|
2018
Q3 | $5.49M | Buy |
+64,226
| New | +$5.49M | 1.35% | 16 |
|
|
2015
Q3 | – | Sell |
-1,450
| Closed | -$75K | – | 465 |
|
|
2015
Q2 | $75K | Hold |
1,450
| – | – | 0.06% | 329 |
|
|
2015
Q1 | $75K | Hold |
1,450
| – | – | 0.06% | 340 |
|
|
2014
Q4 | $73K | Hold |
1,450
| – | – | 0.06% | 324 |
|
|
2014
Q3 | $70K | Hold |
1,450
| – | – | 0.05% | 354 |
|
|
2014
Q2 | $69K | Hold |
1,450
| – | – | 0.04% | 407 |
|
|
2014
Q1 | $66K | Buy |
+1,450
| New | +$66K | 0.05% | 395 |
|