Colonial Trust’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 | $157K | Sell |
636
-825
| -56% | -$203K | 0.02% | 349 |
|
|
2025
Q1 | $308K | Hold |
1,461
| – | – | 0.05% | 223 |
|
|
2024
Q4 | $344K | Sell |
1,461
-300
| -17% | -$70.6K | 0.05% | 218 |
|
|
2024
Q3 | $388K | Hold |
1,761
| – | – | 0.06% | 203 |
|
|
2024
Q2 | $378K | Sell |
1,761
-980
| -36% | -$210K | 0.07% | 180 |
|
|
2024
Q1 | $535K | Hold |
2,741
| – | – | 0.1% | 143 |
|
|
2023
Q4 | $480K | Buy |
2,741
+1,960
| +251% | +$343K | 0.1% | 151 |
|
|
2023
Q3 | $120K | Hold |
781
| – | – | 0.03% | 306 |
|
|
2023
Q2 | $124K | Hold |
781
| – | – | 0.03% | 307 |
|
|
2023
Q1 | $107K | Hold |
781
| – | – | 0.03% | 325 |
|
|
2022
Q4 | $94.3K | Buy |
+781
| New | +$94.3K | 0.03% | 319 |
|