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