Cosner Financial 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 | $15.2M | Buy |
61,578
+5,737
| +10% | +$1.41M | 8.45% | 5 |
|
|
2025
Q1 | $11.8M | Buy |
55,841
+549
| +1% | +$116K | 7.2% | 6 |
|
|
2024
Q4 | $13M | Sell |
55,292
-812
| -1% | -$191K | 8.26% | 4 |
|
|
2024
Q3 | $12.3M | Sell |
56,104
-190
| -0.3% | -$41.8K | 7.96% | 5 |
|
|
2024
Q2 | $12.2M | Sell |
56,294
-684
| -1% | -$148K | 8.64% | 4 |
|
|
2024
Q1 | $11.1M | Buy |
56,978
+51,338
| +910% | +$10M | 7.96% | 6 |
|
|
2023
Q4 | $9.84M | Sell |
5,640
-51,770
| -90% | -$90.3M | 8.31% | 6 |
|
|
2023
Q3 | $8.83M | Sell |
57,410
-3,056
| -5% | -$470K | 7.78% | 6 |
|
|
2023
Q2 | $9.59M | Buy |
+60,466
| New | +$9.59M | 7.9% | 5 |
|