DWM
Darwin Wealth Management’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 | $3.69M | Sell |
14,988
-594
| -4% | -$146K | 1.28% | 19 |
|
|
2025
Q1 | $3.67M | Hold |
15,582
| – | – | 1.23% | 25 |
|
|
2024
Q4 | $3.67M | Sell |
15,582
-1,925
| -11% | -$453K | 1.23% | 25 |
|
|
2024
Q3 | $3.85M | Buy |
+17,507
| New | +$3.85M | 1.06% | 28 |
|
|
2024
Q2 | – | Sell |
-16,983
| Closed | -$3.31M | – | 113 |
|
|
2024
Q1 | $3.31M | Sell |
16,983
-2,001
| -11% | -$390K | 0.92% | 32 |
|
|
2023
Q4 | $3.33M | Sell |
18,984
-4,967
| -21% | -$870K | 0.89% | 33 |
|
|
2023
Q3 | $3.68M | Sell |
23,951
-801
| -3% | -$123K | 0.99% | 28 |
|
|
2023
Q2 | $3.89M | Sell |
24,752
-5,023
| -17% | -$790K | 1% | 26 |
|
|
2023
Q1 | $4.14M | Sell |
29,775
-4,307
| -13% | -$599K | 1.12% | 24 |
|
|
2022
Q4 | $4.28M | Buy |
34,082
+22,910
| +205% | +$2.88M | 1.11% | 23 |
|
|
2022
Q3 | $1.36M | Buy |
11,172
+8,064
| +259% | +$978K | 0.34% | 65 |
|
|
2022
Q2 | $432K | Sell |
3,108
-56,155
| -95% | -$7.81M | 0.09% | 118 |
|
|
2022
Q1 | $9.42M | Buy |
59,263
+29,407
| +98% | +$4.67M | 1.55% | 17 |
|
|
2021
Q4 | $4.7M | Buy |
29,856
+9,598
| +47% | +$1.51M | 0.74% | 33 |
|
|
2021
Q3 | $3.09M | Buy |
20,258
+7,764
| +62% | +$1.19M | 0.49% | 44 |
|
|
2021
Q2 | $1.88M | Buy |
+12,494
| New | +$1.88M | 0.31% | 61 |
|