Centennial Wealth 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
Q1 | – | Sell |
-24,049
| Closed | -$5.66M | – | 149 |
|
|
2024
Q4 | $5.66M | Buy |
+24,049
| New | +$5.66M | 2.22% | 10 |
|
|
2024
Q3 | – | Sell |
-26,769
| Closed | -$5.74M | – | 160 |
|
|
2024
Q2 | $5.74M | Buy |
26,769
+2,069
| +8% | +$444K | 2.49% | 10 |
|
|
2024
Q1 | $4.82M | Buy |
24,700
+4,672
| +23% | +$911K | 2.23% | 5 |
|
|
2023
Q4 | $3.51M | Buy |
+20,028
| New | +$3.51M | 1.8% | 8 |
|
|
2023
Q3 | – | Sell |
-31,148
| Closed | -$4.94M | – | 141 |
|
|
2023
Q2 | $4.94M | Sell |
31,148
-322
| -1% | -$51.1K | 2.58% | 9 |
|
|
2023
Q1 | $4.37M | Buy |
+31,470
| New | +$4.37M | 2.32% | 9 |
|