Benjamin F. Edwards & Company’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $119K | Hold |
554
| – | – | ﹤0.01% | 1061 |
|
2024
Q1 | $108K | Sell |
554
-76
| -12% | -$14.8K | ﹤0.01% | 1074 |
|
2023
Q4 | $110K | Sell |
630
-129
| -17% | -$22.5K | ﹤0.01% | 1045 |
|
2023
Q3 | $117K | Sell |
759
-2,702
| -78% | -$417K | ﹤0.01% | 861 |
|
2023
Q2 | $549K | Sell |
3,461
-999
| -22% | -$158K | 0.02% | 481 |
|
2023
Q1 | $620K | Buy |
4,460
+903
| +25% | +$126K | 0.03% | 441 |
|
2022
Q4 | $429K | Buy |
3,557
+1,900
| +115% | +$229K | 0.02% | 504 |
|
2022
Q3 | $198K | Buy |
1,657
+1,130
| +214% | +$135K | 0.01% | 679 |
|
2022
Q2 | $66K | Buy |
+527
| New | +$66K | ﹤0.01% | 975 |
|