Elevation Capital Advisory’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 | $4.58M | Buy |
18,575
+2,330
| +14% | +$574K | 1.84% | 20 |
|
|
2025
Q1 | $3.43M | Sell |
16,245
-18,708
| -54% | -$3.95M | 1.49% | 24 |
|
|
2024
Q4 | $8.22M | Sell |
34,953
-15,299
| -30% | -$3.6M | 3.52% | 10 |
|
|
2024
Q3 | $11.1M | Sell |
50,252
-5,290
| -10% | -$1.16M | 4.88% | 3 |
|
|
2024
Q2 | $11.9M | Buy |
+55,542
| New | +$11.9M | 5.44% | 3 |
|
|
2021
Q2 | $309K | Buy |
+2,044
| New | +$309K | 0.17% | 18 |
|