Belpointe Asset 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 | $3.51M | Buy |
14,221
+6,004
| +73% | +$1.48M | 0.15% | 123 |
|
|
2025
Q1 | $1.73M | Buy |
+8,217
| New | +$1.73M | 0.09% | 208 |
|
|
2023
Q2 | – | Sell |
-4,985
| Closed | -$693K | – | 1973 |
|
|
2023
Q1 | $693K | Buy |
4,985
+3,905
| +362% | +$543K | 0.04% | 433 |
|
|
2022
Q4 | $130K | Buy |
1,080
+9
| +0.8% | +$1.09K | 0.01% | 1103 |
|
|
2022
Q3 | $128K | Buy |
1,071
+14
| +1% | +$1.67K | 0.01% | 1034 |
|
|
2022
Q2 | $133K | Hold |
1,057
| – | – | 0.01% | 994 |
|
|
2022
Q1 | $167K | Sell |
1,057
-49
| -4% | -$7.74K | 0.01% | 978 |
|
|
2021
Q4 | $192K | Sell |
1,106
-3,464
| -76% | -$601K | 0.01% | 918 |
|
|
2021
Q3 | $698K | Buy |
4,570
+1,666
| +57% | +$254K | 0.05% | 413 |
|
|
2021
Q2 | $437K | Buy |
2,904
+1,873
| +182% | +$282K | 0.03% | 540 |
|
|
2021
Q1 | $139K | Buy |
+1,031
| New | +$139K | 0.01% | 882 |
|