CWM
Cornerstone Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-39,507
| Closed | -$3.33M | – | 394 |
|
|
2020
Q1 | $3.33M | Sell |
39,507
-2,194
| -5% | -$185K | 0.64% | 28 |
|
|
2019
Q4 | $4.03M | Buy |
41,701
+3,650
| +10% | +$352K | 0.65% | 33 |
|
|
2019
Q3 | $3.31M | Sell |
38,051
-13,369
| -26% | -$1.16M | 0.58% | 36 |
|
|
2019
Q2 | $4.41M | Sell |
51,420
-387
| -0.7% | -$33.2K | 0.79% | 25 |
|
|
2019
Q1 | $3.28M | Buy |
51,807
+2,850
| +6% | +$180K | 0.4% | 53 |
|
|
2018
Q4 | $3.52M | Sell |
48,957
-2,228,108
| -98% | -$160M | 0.75% | 24 |
|
|
2018
Q3 | $33.1M | Sell |
2,277,065
-920,404
| -29% | -$13.4M | 0.42% | 49 |
|
|
2018
Q2 | $40.6M | Buy |
3,197,469
+3,157,224
| +7,845% | +$40.1M | 0.46% | 48 |
|
|
2018
Q1 | $2.89M | Buy |
40,245
+3,204
| +9% | +$230K | 0.55% | 35 |
|
|
2017
Q4 | $2.81M | Buy |
37,041
+3,901
| +12% | +$296K | 0.53% | 37 |
|
|
2017
Q3 | $2.28M | Buy |
33,140
+5,178
| +19% | +$356K | 0.47% | 36 |
|
|
2017
Q2 | $1.81M | Buy |
27,962
+18,900
| +209% | +$1.22M | 0.41% | 46 |
|
|
2017
Q1 | $557K | Buy |
+9,062
| New | +$557K | 0.14% | 148 |
|