Cape Investment Advisory’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 | $19K | Sell |
77
-28
| -27% | -$6.91K | 0.01% | 518 |
|
|
2025
Q1 | $22.2K | Sell |
105
-24
| -19% | -$5.07K | 0.01% | 462 |
|
|
2024
Q4 | $30.4K | Buy |
129
+38
| +42% | +$8.95K | 0.01% | 413 |
|
|
2024
Q3 | $20K | Buy |
91
+31
| +52% | +$6.83K | 0.01% | 461 |
|
|
2024
Q2 | $12.9K | Hold |
60
| – | – | 0.01% | 485 |
|
|
2024
Q1 | $11.7K | Buy |
60
+1
| +2% | +$195 | 0.01% | 521 |
|
|
2023
Q4 | $10.3K | Buy |
59
+21
| +55% | +$3.68K | 0.01% | 647 |
|
|
2023
Q3 | $5.85K | Buy |
+38
| New | +$5.85K | ﹤0.01% | 640 |
|