Csenge Advisory 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
Q1 | – | Sell |
-3,177
| Closed | -$747K | – | 707 |
|
|
2024
Q4 | $747K | Buy |
+3,177
| New | +$747K | 0.04% | 337 |
|
|
2024
Q3 | – | Sell |
-3,346
| Closed | -$718K | – | 735 |
|
|
2024
Q2 | $718K | Sell |
3,346
-2,901
| -46% | -$622K | 0.04% | 323 |
|
|
2024
Q1 | $1.22M | Buy |
6,247
+241
| +4% | +$47K | 0.07% | 222 |
|
|
2023
Q4 | $1.05M | Buy |
6,006
+1,891
| +46% | +$331K | 0.07% | 225 |
|
|
2023
Q3 | $633K | Sell |
4,115
-3,606
| -47% | -$555K | 0.04% | 311 |
|
|
2023
Q2 | $1.22M | Sell |
7,721
-173
| -2% | -$27.4K | 0.08% | 185 |
|
|
2023
Q1 | $1.1M | Buy |
7,894
+2,994
| +61% | +$416K | 0.08% | 190 |
|
|
2022
Q4 | $591K | Buy |
4,900
+3
| +0.1% | +$362 | 0.05% | 306 |
|
|
2022
Q3 | $585K | Sell |
4,897
-4,536
| -48% | -$542K | 0.05% | 303 |
|
|
2022
Q2 | $1.18M | Buy |
9,433
+560
| +6% | +$70.1K | 0.1% | 177 |
|
|
2022
Q1 | $1.41M | Buy |
8,873
+3,772
| +74% | +$599K | 0.11% | 161 |
|
|
2021
Q4 | $771K | Sell |
5,101
-2,137
| -30% | -$323K | 0.07% | 250 |
|
|
2021
Q3 | $1.12M | Buy |
7,238
+2,137
| +42% | +$330K | 0.09% | 193 |
|
|
2021
Q2 | $771K | Buy |
5,101
+1,195
| +31% | +$181K | 0.07% | 251 |
|
|
2021
Q1 | $557K | Sell |
3,906
-770
| -16% | -$110K | 0.06% | 250 |
|
|
2020
Q4 | $622K | Sell |
4,676
-1,699
| -27% | -$226K | 0.07% | 194 |
|
|
2020
Q3 | $766K | Sell |
6,375
-37,519
| -85% | -$4.51M | 0.11% | 160 |
|
|
2020
Q2 | $4.68M | Buy |
+43,894
| New | +$4.68M | 0.67% | 34 |
|