D.A. Davidson & Co’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 | $368K | Buy |
1,494
+414
| +38% | +$102K | ﹤0.01% | 1166 |
|
|
2025
Q1 | $228K | Hold |
1,080
| – | – | ﹤0.01% | 1282 |
|
|
2024
Q4 | $254K | Buy |
+1,080
| New | +$254K | ﹤0.01% | 1254 |
|
|
2019
Q1 | – | Sell |
-66,798
| Closed | -$4.79M | – | 1152 |
|
|
2018
Q4 | $4.79M | Buy |
+66,798
| New | +$4.79M | 0.09% | 175 |
|
|
2015
Q2 | – | Sell |
-887
| Closed | -$45K | – | 2246 |
|
|
2015
Q1 | $45K | Buy |
887
+137
| +18% | +$6.95K | ﹤0.01% | 1462 |
|
|
2014
Q4 | $37K | Buy |
+750
| New | +$37K | ﹤0.01% | 1530 |
|