Compton Wealth Advisory Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $29.8M | Buy |
118,862
+630
| +0.5% | +$167K | 6.64% | 2 |
|
|
2025
Q4 | $32.7M | Sell |
118,232
-1,448
| -1% | -$401K | 7.16% | 2 |
|
|
2025
Q3 | $32.8M | Sell |
119,680
-1,585
| -1% | -$410K | 7.58% | 2 |
|
|
2025
Q2 | $29.9M | Sell |
121,265
-1,739
| -1% | -$387K | 7.56% | 2 |
|
|
2025
Q1 | $25.9M | Sell |
123,004
-1,538
| -1% | -$354K | 7.2% | 2 |
|
|
2024
Q4 | $29.3M | Sell |
124,542
-10,083
| -7% | -$2.31M | 7.56% | 2 |
|
|
2024
Q3 | $29.6M | Sell |
134,625
-5,737
| -4% | -$1.22M | 7.48% | 2 |
|
|
2024
Q2 | $30.1M | Sell |
140,362
-2,348
| -2% | -$468K | 8.02% | 2 |
|
|
2024
Q1 | $27.8M | Sell |
142,710
-1,530
| -1% | -$286K | 7.62% | 2 |
|
|
2023
Q4 | $25.3M | Buy |
144,240
+9,062
| +7% | +$1.49M | 7.93% | 2 |
|
|
2023
Q3 | $20.8M | Buy |
135,178
+41,177
| +44% | +$6.57M | 7.14% | 3 |
|
|
2023
Q2 | $14.9M | Sell |
94,001
-1,124
| -1% | -$164K | 4.97% | 3 |
|
|
2023
Q1 | $13.2M | Buy |
95,125
+43,056
| +83% | +$5.59M | 4.57% | 3 |
|
|
2022
Q4 | $6.28M | Sell |
52,069
-29,014
| -36% | -$3.61M | 2.45% | 13 |
|
|
2022
Q3 | $9.69M | Buy |
81,083
+33,749
| +71% | +$4.53M | 4.12% | 8 |
|
|
2022
Q2 | $5.93M | Buy |
47,334
+23,405
| +98% | +$3.21M | 2.55% | 13 |
|
|
2022
Q1 | $3.8M | Sell |
23,929
-12
| -0.1% | -$1.87K | 1.47% | 19 |
|
|
2021
Q4 | $4.15M | Buy |
23,941
+1,065
| +5% | +$177K | 1.78% | 18 |
|
|
2021
Q3 | $3.49M | Buy |
22,876
+1,392
| +6% | +$220K | 1.64% | 18 |
|
|
2021
Q2 | $3.24M | Buy |
21,484
+1,846
| +9% | +$264K | 1.51% | 18 |
|
|
2021
Q1 | $2.64M | Buy |
19,638
+22
| +0.1% | +$2.95K | 1.51% | 19 |
|
|
2020
Q4 | $2.61M | Buy |
19,616
+1,035
| +6% | +$131K | 1.63% | 19 |
|
|
2020
Q3 | $2.25M | Buy |
18,581
+12,440
| +203% | +$1.47M | 1.69% | 18 |
|
|
2020
Q2 | $655K | Buy |
+6,141
| New | +$602K | 0.7% | 44 |
|
Other funds holding IWY
TCIIS
AWM