Calton & Associates’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 | $295K | Buy |
1,196
+64
| +6% | +$15.8K | 0.05% | 290 |
|
|
2025
Q1 | $239K | Sell |
1,132
-46
| -4% | -$9.7K | 0.05% | 279 |
|
|
2024
Q4 | $277K | Buy |
+1,178
| New | +$277K | 0.12% | 155 |
|
|
2024
Q3 | – | Sell |
-1,176
| Closed | -$252K | – | 262 |
|
|
2024
Q2 | $252K | Buy |
1,176
+1
| +0.1% | +$215 | 0.13% | 151 |
|
|
2024
Q1 | $229K | Sell |
1,175
-648
| -36% | -$126K | 0.11% | 169 |
|
|
2023
Q4 | $319K | Buy |
+1,823
| New | +$319K | 0.13% | 155 |
|
|
2018
Q1 | – | Sell |
-1,869
| Closed | -$146K | – | 826 |
|
|
2017
Q4 | $146K | Buy |
+1,869
| New | +$146K | 0.04% | 408 |
|