Center for Financial Planning’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 | $140K | Sell |
567
-59
| -9% | -$14.5K | 0.02% | 186 |
|
|
2025
Q1 | $132K | Buy |
626
+17
| +3% | +$3.59K | 0.02% | 179 |
|
|
2024
Q4 | $143K | Sell |
609
-9
| -1% | -$2.12K | 0.02% | 174 |
|
|
2024
Q3 | $136K | Hold |
618
| – | – | 0.02% | 166 |
|
|
2024
Q2 | $133K | Hold |
618
| – | – | 0.02% | 161 |
|
|
2024
Q1 | $121K | Hold |
618
| – | – | 0.02% | 169 |
|
|
2023
Q4 | $108K | Hold |
618
| – | – | 0.02% | 169 |
|
|
2023
Q3 | $95.1K | Hold |
618
| – | – | 0.02% | 175 |
|
|
2023
Q2 | $98K | Hold |
618
| – | – | 0.02% | 173 |
|
|
2023
Q1 | $85.9K | Sell |
618
-16
| -3% | -$2.22K | 0.02% | 175 |
|
|
2022
Q4 | $76.4K | Hold |
634
| – | – | 0.02% | 184 |
|
|
2022
Q3 | $76K | Hold |
634
| – | – | 0.02% | 179 |
|
|
2022
Q2 | $79K | Hold |
634
| – | – | 0.02% | 178 |
|
|
2022
Q1 | $101K | Sell |
634
-38
| -6% | -$6.05K | 0.02% | 175 |
|
|
2021
Q4 | $116K | Hold |
672
| – | – | 0.02% | 162 |
|
|
2021
Q3 | $103K | Hold |
672
| – | – | 0.03% | 163 |
|
|
2021
Q2 | $101K | Hold |
672
| – | – | 0.02% | 165 |
|
|
2021
Q1 | $90K | Hold |
672
| – | – | 0.02% | 168 |
|
|
2020
Q4 | $89K | Hold |
672
| – | – | 0.03% | 157 |
|
|
2020
Q3 | $82K | Hold |
672
| – | – | 0.03% | 154 |
|
|
2020
Q2 | $72K | Buy |
672
+42
| +7% | +$4.5K | 0.03% | 163 |
|
|
2020
Q1 | $53K | Hold |
630
| – | – | 0.02% | 169 |
|
|
2019
Q4 | $61K | Buy |
+630
| New | +$61K | 0.02% | 169 |
|