Catalyst Financial 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
Q2 | $779K | Sell |
3,159
-1,113
| -26% | -$274K | 0.09% | 106 |
|
|
2025
Q1 | $901K | Buy |
4,272
+1,504
| +54% | +$317K | 0.17% | 74 |
|
|
2024
Q4 | $651K | Buy |
2,768
+1,486
| +116% | +$350K | 0.12% | 105 |
|
|
2024
Q3 | $282K | Hold |
1,282
| – | – | 0.06% | 215 |
|
|
2024
Q2 | $275K | Sell |
1,282
-14
| -1% | -$3K | 0.06% | 200 |
|
|
2024
Q1 | $244K | Sell |
1,296
-637
| -33% | -$120K | 0.06% | 195 |
|
|
2023
Q4 | $339K | Buy |
1,933
+566
| +41% | +$99.2K | 0.1% | 149 |
|
|
2023
Q3 | $210K | Hold |
1,367
| – | – | 0.07% | 195 |
|
|
2023
Q2 | $217K | Buy |
+1,367
| New | +$217K | 0.08% | 180 |
|
|
2023
Q1 | – | Sell |
-2,088
| Closed | -$252K | – | 185 |
|
|
2022
Q4 | $252K | Buy |
+2,088
| New | +$252K | 0.13% | 132 |
|