Castleview Partners’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
Q1 | – | Sell |
-287
| Closed | -$67.2K | – | 376 |
|
|
2024
Q4 | $67.2K | Buy |
287
+2
| +0.7% | +$468 | 0.04% | 299 |
|
|
2024
Q3 | $62.7K | Buy |
285
+9
| +3% | +$1.98K | 0.04% | 300 |
|
|
2024
Q2 | $59.2K | Buy |
276
+1
| +0.4% | +$215 | 0.03% | 319 |
|
|
2024
Q1 | $53.7K | Buy |
275
+42
| +18% | +$8.19K | 0.03% | 345 |
|
|
2023
Q4 | $40.8K | Buy |
233
+1
| +0.4% | +$175 | 0.03% | 345 |
|
|
2023
Q3 | $35.7K | Buy |
232
+23
| +11% | +$3.54K | 0.03% | 312 |
|
|
2023
Q2 | $33.1K | Hold |
209
| – | – | 0.03% | 310 |
|
|
2023
Q1 | $29K | Hold |
209
| – | – | 0.03% | 310 |
|
|
2022
Q4 | $25.2K | Buy |
+209
| New | +$25.2K | 0.02% | 283 |
|