EP Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Buy |
13,140
+11,399
| +655% | +$2.81M | 0.02% | 329 |
|
|
2025
Q1 | $367K | Buy |
1,741
+97
| +6% | +$20.5K | ﹤0.01% | 824 |
|
|
2024
Q4 | $387K | Buy |
1,644
+211
| +15% | +$49.6K | ﹤0.01% | 772 |
|
|
2024
Q3 | $315K | Sell |
1,433
-101
| -7% | -$22.2K | ﹤0.01% | 836 |
|
|
2024
Q2 | $329K | Buy |
1,534
+1
| +0.1% | +$215 | ﹤0.01% | 629 |
|
|
2024
Q1 | $299K | Sell |
1,533
-9
| -0.6% | -$1.76K | ﹤0.01% | 627 |
|
|
2023
Q4 | $270K | Buy |
1,542
+2
| +0.1% | +$350 | ﹤0.01% | 645 |
|
|
2023
Q3 | $237K | Sell |
1,540
-10,549
| -87% | -$1.62M | ﹤0.01% | 616 |
|
|
2023
Q2 | $315K | Sell |
12,089
-5,618
| -32% | -$146K | ﹤0.01% | 554 |
|
|
2023
Q1 | $4.17M | Buy |
+17,707
| New | +$4.17M | 0.07% | 152 |
|