Cornerstone Planning Group’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 | $1.84M | Sell |
7,267
-107
| -1% | -$27.1K | 0.38% | 27 |
|
|
2025
Q1 | $1.5M | Sell |
7,374
-383
| -5% | -$78.1K | 0.36% | 25 |
|
|
2024
Q4 | $1.82M | Sell |
7,757
-2,087
| -21% | -$490K | 0.45% | 21 |
|
|
2024
Q3 | $2.23M | Sell |
9,844
-535
| -5% | -$121K | 0.59% | 20 |
|
|
2024
Q2 | $2.02M | Buy |
10,379
+10
| +0.1% | +$1.95K | 0.58% | 21 |
|
|
2024
Q1 | $2M | Sell |
10,369
-283
| -3% | -$54.6K | 0.62% | 19 |
|
|
2023
Q4 | $1.87M | Buy |
10,652
+465
| +5% | +$81.5K | 0.62% | 20 |
|
|
2023
Q3 | $1.57M | Sell |
10,187
-2
| -0% | -$308 | 0.6% | 21 |
|
|
2023
Q2 | $1.62M | Buy |
+10,189
| New | +$1.62M | 0.64% | 20 |
|
|
2022
Q4 | $3.62M | Buy |
+29,429
| New | +$3.62M | 1.52% | 17 |
|