Capital Analysts LLC’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 | $544K | Buy |
2,206
+8
| +0.4% | +$1.97K | 0.02% | 375 |
|
|
2025
Q1 | $464K | Sell |
2,198
-51
| -2% | -$10.8K | 0.02% | 380 |
|
|
2024
Q4 | $529K | Sell |
2,249
-52
| -2% | -$12.2K | 0.02% | 323 |
|
|
2024
Q3 | $506K | Buy |
2,301
+1,344
| +140% | +$296K | 0.02% | 323 |
|
|
2024
Q2 | $205K | Buy |
957
+1
| +0.1% | +$214 | 0.01% | 455 |
|
|
2024
Q1 | $187K | Buy |
956
+22
| +2% | +$4.3K | 0.01% | 455 |
|
|
2023
Q4 | $164K | Buy |
934
+675
| +261% | +$119K | 0.01% | 449 |
|
|
2023
Q3 | $40K | Sell |
259
-244
| -49% | -$37.7K | ﹤0.01% | 658 |
|
|
2023
Q2 | $80K | Buy |
503
+327
| +186% | +$52K | ﹤0.01% | 506 |
|
|
2023
Q1 | $24K | Hold |
176
| – | – | ﹤0.01% | 702 |
|
|
2022
Q4 | $21K | Buy |
176
+1
| +0.6% | +$119 | ﹤0.01% | 752 |
|
|
2022
Q3 | $21K | Buy |
175
+167
| +2,088% | +$20K | ﹤0.01% | 712 |
|
|
2022
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 974 |
|