CIBC Private Wealth Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Buy |
11,910
+1,268
| +12% | +$313K | 0.01% | 499 |
|
|
2025
Q1 | $2M | Buy |
10,642
+2,738
| +35% | +$513K | ﹤0.01% | 532 |
|
|
2024
Q4 | $1.87M | Buy |
7,904
+1,226
| +18% | +$290K | ﹤0.01% | 581 |
|
|
2024
Q3 | $1.47M | Sell |
6,678
-121
| -2% | -$26.6K | ﹤0.01% | 618 |
|
|
2024
Q2 | $1.52M | Buy |
6,799
+4,528
| +199% | +$1.01M | ﹤0.01% | 586 |
|
|
2024
Q1 | $444K | Hold |
2,271
| – | – | ﹤0.01% | 862 |
|
|
2023
Q4 | $398K | Hold |
2,271
| – | – | ﹤0.01% | 851 |
|
|
2023
Q3 | $349K | Sell |
2,271
-1,444
| -39% | -$222K | ﹤0.01% | 842 |
|
|
2023
Q2 | $589K | Buy |
3,715
+1,615
| +77% | +$256K | ﹤0.01% | 665 |
|
|
2023
Q1 | $292K | Buy |
+2,100
| New | +$292K | ﹤0.01% | 788 |
|
|
2022
Q4 | – | Sell |
-2,100
| Closed | -$251K | – | 895 |
|
|
2022
Q3 | $251K | Hold |
2,100
| – | – | ﹤0.01% | 820 |
|
|
2022
Q2 | $263K | Buy |
+2,100
| New | +$263K | ﹤0.01% | 820 |
|