Certified Advisory Corp’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 | $14.4M | Buy |
58,361
+4,262
| +8% | +$1.05M | 1.5% | 14 |
|
|
2025
Q1 | $11.4M | Buy |
54,099
+2,092
| +4% | +$441K | 1.29% | 17 |
|
|
2024
Q4 | $12.2M | Buy |
52,007
+1,349
| +3% | +$317K | 1.33% | 17 |
|
|
2024
Q3 | $11.1M | Buy |
50,658
+3,299
| +7% | +$726K | 1.24% | 19 |
|
|
2024
Q2 | $10.2M | Buy |
47,359
+6,930
| +17% | +$1.49M | 1.27% | 17 |
|
|
2024
Q1 | $7.89M | Buy |
40,429
+10,149
| +34% | +$1.98M | 1.1% | 21 |
|
|
2023
Q4 | $5.31M | Buy |
30,280
+1,818
| +6% | +$319K | 0.8% | 31 |
|
|
2023
Q3 | $4.38M | Buy |
28,462
+1,247
| +5% | +$192K | 0.81% | 35 |
|
|
2023
Q2 | $4.32M | Buy |
27,215
+3,858
| +17% | +$612K | 0.79% | 35 |
|
|
2023
Q1 | $3.24M | Sell |
23,357
-457
| -2% | -$63.5K | 0.58% | 49 |
|
|
2022
Q4 | $2.87M | Buy |
23,814
+13,462
| +130% | +$1.62M | 0.57% | 48 |
|
|
2022
Q3 | $1.24M | Buy |
10,352
+799
| +8% | +$95.5K | 0.28% | 92 |
|
|
2022
Q2 | $1.2M | Buy |
9,553
+5,326
| +126% | +$667K | 0.27% | 93 |
|
|
2022
Q1 | $671K | Buy |
4,227
+2,169
| +105% | +$344K | 0.14% | 138 |
|
|
2021
Q4 | $357K | Buy |
2,058
+350
| +20% | +$60.7K | 0.08% | 178 |
|
|
2021
Q3 | $261K | Buy |
+1,708
| New | +$261K | 0.06% | 185 |
|
|
2021
Q2 | – | Sell |
-412
| Closed | -$55K | – | 475 |
|
|
2021
Q1 | $55K | Buy |
+412
| New | +$55K | 0.01% | 335 |
|