Cyndeo Wealth Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.61M | Hold |
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|
2025
Q2 | $5.06M | Buy |
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|
2025
Q1 | $3.91M | Buy |
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|
2024
Q4 | $441K | Hold |
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|
2024
Q3 | $413K | Hold |
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|
2024
Q2 | $402K | Hold |
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|
2024
Q1 | $366K | Hold |
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|
2023
Q4 | $329K | Hold |
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|
2023
Q3 | $288K | Hold |
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|
2023
Q2 | $297K | Hold |
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|
2023
Q1 | $260K | Hold |
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|
2022
Q4 | $226K | Buy |
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