Elevated Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,181
| Closed | -$920K | – | 268 |
|
|
2024
Q3 | $920K | Sell |
4,181
-7,991
| -66% | -$1.76M | 0.24% | 117 |
|
|
2024
Q2 | $2.61M | Buy |
12,172
+139
| +1% | +$29.8K | 0.73% | 37 |
|
|
2024
Q1 | $2.35M | Buy |
12,033
+10,502
| +686% | +$2.05M | 0.67% | 48 |
|
|
2023
Q4 | $268K | Sell |
1,531
-22
| -1% | -$3.86K | 0.08% | 164 |
|
|
2023
Q3 | $239K | Buy |
1,553
+73
| +5% | +$11.2K | 0.08% | 159 |
|
|
2023
Q2 | $235K | Sell |
1,480
-942
| -39% | -$149K | 0.08% | 168 |
|
|
2023
Q1 | $336K | Buy |
2,422
+33
| +1% | +$4.59K | 0.12% | 146 |
|
|
2022
Q4 | $288K | Buy |
+2,389
| New | +$288K | 0.11% | 143 |
|