CWP
Cyndeo Wealth Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.06M | Buy |
20,507
+1,967
| +11% | +$485K | 0.3% | 92 |
|
|
2025
Q1 | $3.91M | Buy |
18,540
+16,665
| +889% | +$3.52M | 0.26% | 106 |
|
|
2024
Q4 | $441K | Hold |
1,875
| – | – | 0.03% | 314 |
|
|
2024
Q3 | $413K | Hold |
1,875
| – | – | 0.03% | 322 |
|
|
2024
Q2 | $402K | Hold |
1,875
| – | – | 0.03% | 299 |
|
|
2024
Q1 | $366K | Hold |
1,875
| – | – | 0.03% | 299 |
|
|
2023
Q4 | $329K | Hold |
1,875
| – | – | 0.03% | 297 |
|
|
2023
Q3 | $288K | Hold |
1,875
| – | – | 0.03% | 282 |
|
|
2023
Q2 | $297K | Hold |
1,875
| – | – | 0.03% | 269 |
|
|
2023
Q1 | $260K | Hold |
1,875
| – | – | 0.03% | 283 |
|
|
2022
Q4 | $226K | Buy |
+1,875
| New | +$226K | 0.03% | 284 |
|