Confluence Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $936K | Buy |
|
|||||
|
2025
Q1 | $246K | Sell |
|
|||||
|
2024
Q4 | $309K | Sell |
|
|||||
|
2024
Q3 | $289K | Sell |
|
|||||
|
2024
Q2 | $284K | Sell |
|
|||||
|
2024
Q1 | $260K | Sell |
|
|||||
|
2023
Q4 | $238K | Sell |
|
|||||
|
2023
Q3 | $213K | Sell |
|
|||||
|
2023
Q2 | $228K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $193K | Buy |
|