BCGM 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 | $1.31M | Sell |
5,320
-315
| -6% | -$77.7K | 0.37% | 66 |
|
|
2025
Q1 | $1.19M | Sell |
5,635
-58
| -1% | -$12.2K | 0.37% | 67 |
|
|
2024
Q4 | $1.34M | Sell |
5,693
-473
| -8% | -$111K | 0.42% | 58 |
|
|
2024
Q3 | $1.36M | Sell |
6,166
-213
| -3% | -$46.9K | 0.44% | 57 |
|
|
2024
Q2 | $1.37M | Sell |
6,379
-430
| -6% | -$92.2K | 0.47% | 53 |
|
|
2024
Q1 | $1.33M | Sell |
6,809
-254
| -4% | -$49.6K | 0.48% | 56 |
|
|
2023
Q4 | $1.24M | Buy |
7,063
+24
| +0.3% | +$4.21K | 0.5% | 49 |
|
|
2023
Q3 | $1.08M | Hold |
7,039
| – | – | 0.5% | 47 |
|
|
2023
Q2 | $1.12M | Buy |
7,039
+2,877
| +69% | +$456K | 0.49% | 45 |
|
|
2023
Q1 | $578K | Sell |
4,162
-3,372
| -45% | -$468K | 0.29% | 64 |
|
|
2022
Q4 | $908K | Buy |
7,534
+15
| +0.2% | +$1.81K | 0.44% | 50 |
|
|
2022
Q3 | $905K | Sell |
7,519
-210
| -3% | -$25.3K | 0.45% | 50 |
|
|
2022
Q2 | $1.08M | Sell |
7,729
-402
| -5% | -$56.4K | 0.55% | 39 |
|
|
2022
Q1 | $1.13M | Sell |
8,131
-93
| -1% | -$12.9K | 0.61% | 38 |
|
|
2021
Q4 | $1.43M | Sell |
8,224
-8
| -0.1% | -$1.39K | 0.77% | 30 |
|
|
2021
Q3 | $1.37M | Sell |
8,232
-63
| -0.8% | -$10.5K | 0.76% | 29 |
|
|
2021
Q2 | $1.3M | Sell |
8,295
-814
| -9% | -$127K | 0.77% | 26 |
|
|
2021
Q1 | $1.31M | Sell |
9,109
-1,442
| -14% | -$207K | 0.89% | 24 |
|
|
2020
Q4 | $1.47M | Buy |
+10,551
| New | +$1.47M | 1.04% | 21 |
|