Colonial River Investments’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 |
-10,601
| Closed | -$2.49M | – | 235 |
|
2024
Q4 | $2.49M | Buy |
+10,601
| New | +$2.49M | 1.21% | 18 |
|
2024
Q3 | – | Sell |
-7,310
| Closed | -$1.57M | – | 228 |
|
2024
Q2 | $1.57M | Sell |
7,310
-3,183
| -30% | -$683K | 0.84% | 32 |
|
2024
Q1 | $2.05M | Sell |
10,493
-1,577
| -13% | -$308K | 1.16% | 23 |
|
2023
Q4 | $2.11M | Buy |
+12,070
| New | +$2.11M | 1.26% | 15 |
|