Buckingham Strategic Wealth’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 | $303K | Buy |
1,411
+149
| +12% | +$32K | ﹤0.01% | 598 |
|
|
2024
Q1 | $246K | Sell |
1,262
-352
| -22% | -$68.7K | ﹤0.01% | 645 |
|
|
2023
Q4 | $283K | Buy |
+1,614
| New | +$283K | ﹤0.01% | 583 |
|
|
2022
Q1 | – | Sell |
-1,196
| Closed | -$207K | – | 612 |
|
|
2021
Q4 | $207K | Sell |
1,196
-4,394
| -79% | -$761K | ﹤0.01% | 556 |
|
|
2021
Q3 | $853K | Buy |
5,590
+483
| +9% | +$73.7K | 0.02% | 272 |
|
|
2021
Q2 | $769K | Buy |
5,107
+6
| +0.1% | +$903 | 0.02% | 279 |
|
|
2021
Q1 | $686K | Buy |
5,101
+14
| +0.3% | +$1.88K | 0.03% | 277 |
|
|
2020
Q4 | $677K | Buy |
5,087
+1,813
| +55% | +$241K | 0.04% | 269 |
|
|
2020
Q3 | $397K | Buy |
+3,274
| New | +$397K | 0.03% | 304 |
|