Creative Planning’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 | $2.84M | Sell |
11,533
-2,101
| -15% | -$518K | ﹤0.01% | 1066 |
|
|
2025
Q1 | $2.88M | Buy |
13,634
+3,051
| +29% | +$644K | ﹤0.01% | 956 |
|
|
2024
Q4 | $2.49M | Buy |
10,583
+607
| +6% | +$143K | ﹤0.01% | 999 |
|
|
2024
Q3 | $2.2M | Sell |
9,976
-26
| -0.3% | -$5.72K | ﹤0.01% | 1014 |
|
|
2024
Q2 | $2.15M | Buy |
10,002
+790
| +9% | +$169K | ﹤0.01% | 950 |
|
|
2024
Q1 | $1.8M | Buy |
9,212
+60
| +0.7% | +$11.7K | ﹤0.01% | 1013 |
|
|
2023
Q4 | $1.6M | Buy |
9,152
+141
| +2% | +$24.7K | ﹤0.01% | 1003 |
|
|
2023
Q3 | $1.39M | Sell |
9,011
-70
| -0.8% | -$10.8K | ﹤0.01% | 1011 |
|
|
2023
Q2 | $1.44M | Sell |
9,081
-149
| -2% | -$23.6K | ﹤0.01% | 953 |
|
|
2023
Q1 | $1.28M | Sell |
9,230
-1,454
| -14% | -$202K | ﹤0.01% | 954 |
|
|
2022
Q4 | $1.29M | Buy |
10,684
+213
| +2% | +$25.7K | ﹤0.01% | 916 |
|
|
2022
Q3 | $1.25M | Sell |
10,471
-1,094
| -9% | -$131K | ﹤0.01% | 866 |
|
|
2022
Q2 | $1.45M | Sell |
11,565
-2,724
| -19% | -$341K | ﹤0.01% | 817 |
|
|
2022
Q1 | $2.27M | Buy |
14,289
+3,116
| +28% | +$495K | ﹤0.01% | 670 |
|
|
2021
Q4 | $1.94M | Sell |
11,173
-222
| -2% | -$38.5K | ﹤0.01% | 695 |
|
|
2021
Q3 | $1.74M | Sell |
11,395
-1,301
| -10% | -$199K | ﹤0.01% | 727 |
|
|
2021
Q2 | $1.91M | Buy |
12,696
+1,389
| +12% | +$209K | ﹤0.01% | 699 |
|
|
2021
Q1 | $1.52M | Sell |
11,307
-6,080
| -35% | -$818K | ﹤0.01% | 823 |
|
|
2020
Q4 | $2.31M | Buy |
17,387
+4,205
| +32% | +$559K | 0.01% | 606 |
|
|
2020
Q3 | $1.6M | Sell |
13,182
-1,861
| -12% | -$226K | ﹤0.01% | 633 |
|
|
2020
Q2 | $1.6M | Buy |
15,043
+2,504
| +20% | +$267K | ﹤0.01% | 568 |
|
|
2020
Q1 | $1.06M | Sell |
12,539
-130
| -1% | -$10.9K | ﹤0.01% | 617 |
|
|
2019
Q4 | $1.22M | Buy |
12,669
+3,023
| +31% | +$292K | ﹤0.01% | 698 |
|
|
2019
Q3 | $840K | Sell |
9,646
-193
| -2% | -$16.8K | ﹤0.01% | 832 |
|
|
2019
Q2 | $844K | Buy |
9,839
+1,432
| +17% | +$123K | ﹤0.01% | 827 |
|
|
2019
Q1 | $691K | Buy |
8,407
+3,644
| +77% | +$300K | ﹤0.01% | 884 |
|
|
2018
Q4 | $342K | Buy |
4,763
+2,378
| +100% | +$171K | ﹤0.01% | 1156 |
|
|
2018
Q3 | $204K | Buy |
+2,385
| New | +$204K | ﹤0.01% | 1655 |
|
|
2017
Q3 | – | Sell |
-1,572
| Closed | -$101K | – | 2736 |
|
|
2017
Q2 | $101K | Sell |
1,572
-3,856
| -71% | -$248K | ﹤0.01% | 1975 |
|
|
2017
Q1 | $334K | Buy |
5,428
+5,127
| +1,703% | +$315K | ﹤0.01% | 1195 |
|
|
2016
Q4 | $17K | Sell |
301
-514
| -63% | -$29K | ﹤0.01% | 3133 |
|
|
2016
Q3 | $46K | Buy |
815
+514
| +171% | +$29K | ﹤0.01% | 2410 |
|
|
2016
Q2 | $16K | Hold |
301
| – | – | ﹤0.01% | 2911 |
|
|
2016
Q1 | $16K | Hold |
301
| – | – | ﹤0.01% | 2897 |
|
|
2015
Q4 | $16K | Hold |
301
| – | – | ﹤0.01% | 2950 |
|
|
2015
Q3 | $15K | Buy |
+301
| New | +$15K | ﹤0.01% | 2926 |
|
|
2015
Q2 | – | Sell |
-301
| Closed | -$16K | – | 1964 |
|
|
2015
Q1 | $16K | Buy |
+301
| New | +$16K | ﹤0.01% | 2850 |
|
|
2014
Q1 | – | Sell |
-359
| Closed | -$16K | – | 3578 |
|
|
2013
Q4 | $16K | Buy |
+359
| New | +$16K | ﹤0.01% | 2314 |
|