Cherry Tree Wealth Management’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 | $102K | Hold |
415
| – | – | 0.02% | 213 |
|
|
2025
Q1 | $87.5K | Hold |
415
| – | – | 0.02% | 223 |
|
|
2024
Q4 | $97.6K | Sell |
415
-300
| -42% | -$70.6K | 0.02% | 211 |
|
|
2024
Q3 | $157K | Hold |
715
| – | – | 0.04% | 174 |
|
|
2024
Q2 | $153K | Hold |
715
| – | – | 0.04% | 170 |
|
|
2024
Q1 | $139K | Hold |
715
| – | – | 0.04% | 178 |
|
|
2023
Q4 | $125K | Hold |
715
| – | – | 0.03% | 179 |
|
|
2023
Q3 | $110K | Sell |
715
-42
| -6% | -$6.46K | 0.03% | 177 |
|
|
2023
Q2 | $120K | Buy |
+757
| New | +$120K | 0.04% | 177 |
|