Burns Matteson Capital 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 | $7.69M | Buy |
31,185
+1,479
| +5% | +$365K | 3.71% | 4 |
|
|
2025
Q1 | $6.27M | Sell |
29,706
-107
| -0.4% | -$22.6K | 3.37% | 5 |
|
|
2024
Q4 | $7.01M | Buy |
29,813
+1,766
| +6% | +$415K | 3.93% | 4 |
|
|
2024
Q3 | $6.17M | Sell |
28,047
-977
| -3% | -$215K | 3.46% | 5 |
|
|
2024
Q2 | $6.23M | Sell |
29,024
-1,122
| -4% | -$241K | 3.91% | 5 |
|
|
2024
Q1 | $5.88M | Sell |
30,146
-1,761
| -6% | -$344K | 3.8% | 5 |
|
|
2023
Q4 | $5.59M | Sell |
31,907
-906
| -3% | -$159K | 3.93% | 4 |
|
|
2023
Q3 | $5.05M | Buy |
32,813
+9,499
| +41% | +$1.46M | 3.22% | 6 |
|
|
2023
Q2 | $3.7M | Buy |
23,314
+1,472
| +7% | +$233K | 2.27% | 8 |
|
|
2023
Q1 | $3.03M | Sell |
21,842
-1,444
| -6% | -$201K | 1.93% | 13 |
|
|
2022
Q4 | $2.81M | Buy |
23,286
+3,376
| +17% | +$407K | 1.86% | 15 |
|
|
2022
Q3 | $2.38M | Buy |
19,910
+22
| +0.1% | +$2.63K | 1.75% | 14 |
|
|
2022
Q2 | $2.49M | Sell |
19,888
-736
| -4% | -$92.2K | 1.75% | 13 |
|
|
2022
Q1 | $3.28M | Sell |
20,624
-90
| -0.4% | -$14.3K | 2.28% | 11 |
|
|
2021
Q4 | $3.59M | Sell |
20,714
-52
| -0.3% | -$9.01K | 2.44% | 11 |
|
|
2021
Q3 | $3.17M | Sell |
20,766
-523
| -2% | -$79.8K | 2.4% | 11 |
|
|
2021
Q2 | $3.21M | Sell |
21,289
-382
| -2% | -$57.5K | 2.54% | 11 |
|
|
2021
Q1 | $2.92M | Sell |
21,671
-1,459
| -6% | -$196K | 2.79% | 10 |
|
|
2020
Q4 | $3.08M | Buy |
+23,130
| New | +$3.08M | 3.39% | 7 |
|