Corient Private Wealth’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 | $2.96M | Buy |
12,009
+5,918
| +97% | +$1.46M | ﹤0.01% | 944 |
|
2025
Q1 | $1.28M | Sell |
6,091
-6,314
| -51% | -$1.33M | ﹤0.01% | 1169 |
|
2024
Q4 | $1.4M | Sell |
12,405
-2,892
| -19% | -$326K | ﹤0.01% | 1154 |
|
2024
Q3 | $3.37M | Buy |
15,297
+1,403
| +10% | +$309K | 0.01% | 860 |
|
2024
Q2 | $2.98M | Buy |
13,894
+9
| +0.1% | +$1.93K | 0.01% | 868 |
|
2024
Q1 | $2.71M | Buy |
13,885
+12
| +0.1% | +$2.34K | ﹤0.01% | 892 |
|
2023
Q4 | $2.43M | Buy |
13,873
+4,368
| +46% | +$765K | ﹤0.01% | 917 |
|
2023
Q3 | $1.46M | Buy |
9,505
+1,999
| +27% | +$308K | ﹤0.01% | 1044 |
|
2023
Q2 | $1.19M | Sell |
7,506
-1,643
| -18% | -$261K | ﹤0.01% | 1086 |
|
2023
Q1 | $1.27M | Buy |
9,149
+459
| +5% | +$63.8K | ﹤0.01% | 995 |
|
2022
Q4 | $1.05M | Buy |
+8,690
| New | +$1.05M | ﹤0.01% | 895 |
|