Dynamic Advisor Solutions’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 | $916K | Sell |
3,715
-1,120
| -23% | -$276K | 0.03% | 479 |
|
|
2025
Q1 | $1.02M | Buy |
4,835
+155
| +3% | +$32.7K | 0.03% | 413 |
|
|
2024
Q4 | $1.1M | Sell |
4,680
-11
| -0.2% | -$2.59K | 0.05% | 299 |
|
|
2024
Q3 | $1.03M | Buy |
4,691
+607
| +15% | +$134K | 0.03% | 439 |
|
|
2024
Q2 | $876K | Sell |
4,084
-54
| -1% | -$11.6K | 0.03% | 490 |
|
|
2024
Q1 | $807K | Sell |
4,138
-1,181
| -22% | -$230K | 0.03% | 483 |
|
|
2023
Q4 | $907K | Buy |
5,319
+2,484
| +88% | +$423K | 0.03% | 435 |
|
|
2023
Q3 | $436K | Buy |
2,835
+791
| +39% | +$122K | 0.02% | 558 |
|
|
2023
Q2 | $324K | Sell |
2,044
-533
| -21% | -$84.5K | 0.02% | 610 |
|
|
2023
Q1 | $358K | Sell |
2,577
-251
| -9% | -$34.9K | 0.02% | 548 |
|
|
2022
Q4 | $341K | Sell |
2,828
-329
| -10% | -$39.7K | 0.02% | 526 |
|
|
2022
Q3 | $377K | Buy |
3,157
+172
| +6% | +$20.5K | 0.03% | 464 |
|
|
2022
Q2 | $374K | Sell |
2,985
-819
| -22% | -$103K | 0.03% | 475 |
|
|
2022
Q1 | $604K | Sell |
3,804
-360
| -9% | -$57.2K | 0.04% | 392 |
|
|
2021
Q4 | $722K | Sell |
4,164
-68
| -2% | -$11.8K | 0.05% | 342 |
|
|
2021
Q3 | $646K | Sell |
4,232
-82
| -2% | -$12.5K | 0.05% | 386 |
|
|
2021
Q2 | $650K | Buy |
4,314
+382
| +10% | +$57.6K | 0.05% | 370 |
|
|
2021
Q1 | $529K | Buy |
3,932
+384
| +11% | +$51.7K | 0.05% | 368 |
|
|
2020
Q4 | $472K | Buy |
3,548
+1,769
| +99% | +$235K | 0.04% | 372 |
|
|
2020
Q3 | $216K | Buy |
+1,779
| New | +$216K | 0.02% | 508 |
|
|
2018
Q4 | – | Sell |
-2,610
| Closed | -$223K | – | 425 |
|
|
2018
Q3 | $223K | Buy |
2,610
+35
| +1% | +$2.99K | 0.05% | 351 |
|
|
2018
Q2 | $202K | Buy |
+2,575
| New | +$202K | 0.05% | 376 |
|
|
2018
Q1 | – | Sell |
-2,990
| Closed | -$219K | – | 372 |
|
|
2017
Q4 | $219K | Buy |
+2,990
| New | +$219K | 0.07% | 229 |
|