Curi Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,523
| Closed | -$191K | – | 450 |
|
|
2022
Q2 | $191K | Sell |
1,523
-81
| -5% | -$10.2K | 0.04% | 119 |
|
|
2022
Q1 | $254K | Buy |
1,604
+2
| +0.1% | +$317 | 0.04% | 101 |
|
|
2021
Q4 | $277K | Buy |
1,602
+2
| +0.1% | +$346 | 0.05% | 95 |
|
|
2021
Q3 | $244K | Sell |
1,600
-222
| -12% | -$33.9K | 0.11% | 80 |
|
|
2021
Q2 | $274K | Buy |
1,822
+310
| +21% | +$46.6K | 0.14% | 75 |
|
|
2021
Q1 | $203K | Buy |
+1,512
| New | +$203K | 0.13% | 88 |
|