Berger Financial Group’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 | $5.4M | Sell |
21,925
-1,125
| -5% | -$277K | 0.35% | 72 |
|
|
2025
Q1 | $4.86M | Buy |
23,050
+830
| +4% | +$175K | 0.34% | 79 |
|
|
2024
Q4 | $5.23M | Buy |
22,220
+497
| +2% | +$117K | 0.36% | 71 |
|
|
2024
Q3 | $4.78M | Buy |
21,723
+249
| +1% | +$54.8K | 0.34% | 80 |
|
|
2024
Q2 | $4.61M | Sell |
21,474
-14,063
| -40% | -$3.02M | 0.37% | 72 |
|
|
2024
Q1 | $6.93M | Buy |
+35,537
| New | +$6.93M | 0.57% | 38 |
|