Bartlett & Co 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.21K | Hold |
13
| – | – | ﹤0.01% | 1050 |
|
2025
Q1 | $2.74K | Hold |
13
| – | – | ﹤0.01% | 1046 |
|
2024
Q4 | $3.06K | Hold |
13
| – | – | ﹤0.01% | 1012 |
|
2024
Q3 | $2.86K | Hold |
13
| – | – | ﹤0.01% | 1015 |
|
2024
Q2 | $2.79K | Hold |
13
| – | – | ﹤0.01% | 1034 |
|
2024
Q1 | $2.54K | Hold |
13
| – | – | ﹤0.01% | 1024 |
|
2023
Q4 | $2.29K | Hold |
13
| – | – | ﹤0.01% | 1145 |
|
2023
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 1073 |
|
2023
Q2 | $2.06K | Hold |
13
| – | – | ﹤0.01% | 1061 |
|
2023
Q1 | $1.81K | Hold |
13
| – | – | ﹤0.01% | 987 |
|
2022
Q4 | $1.57K | Hold |
13
| – | – | ﹤0.01% | 1030 |
|
2022
Q3 | $1.55K | Sell |
13
-5
| -28% | -$597 | ﹤0.01% | 1077 |
|
2022
Q2 | $2.25K | Buy |
18
+5
| +38% | +$626 | ﹤0.01% | 1164 |
|
2022
Q1 | $2.07K | Buy |
+13
| New | +$2.07K | ﹤0.01% | 997 |
|