EPG Wealth Management’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 | – | Sell |
-626
| Closed | -$132K | – | 378 |
|
|
2025
Q1 | $132K | Buy |
626
+1
| +0.2% | +$211 | 0.04% | 243 |
|
|
2024
Q4 | $147K | Sell |
625
-39
| -6% | -$9.18K | 0.04% | 246 |
|
|
2024
Q3 | $146K | Buy |
+664
| New | +$146K | 0.04% | 253 |
|
|
2024
Q2 | – | Sell |
-784
| Closed | -$153K | – | 258 |
|
|
2024
Q1 | $153K | Hold |
784
| – | – | 0.04% | 264 |
|
|
2023
Q4 | $147K | Buy |
784
+24
| +3% | +$4.5K | 0.04% | 254 |
|
|
2023
Q3 | $117K | Hold |
760
| – | – | 0.04% | 257 |
|
|
2023
Q2 | $121K | Buy |
760
+1
| +0.1% | +$159 | 0.04% | 252 |
|
|
2023
Q1 | $105K | Buy |
+759
| New | +$105K | 0.03% | 258 |
|
|
2022
Q2 | – | Sell |
-853
| Closed | -$135K | – | 313 |
|
|
2022
Q1 | $135K | Sell |
853
-699
| -45% | -$111K | 0.05% | 249 |
|
|
2021
Q4 | $269K | Buy |
1,552
+201
| +15% | +$34.8K | 0.09% | 188 |
|
|
2021
Q3 | $206K | Buy |
1,351
+1
| +0.1% | +$152 | 0.08% | 211 |
|
|
2021
Q2 | $203K | Buy |
+1,350
| New | +$203K | 0.09% | 205 |
|
|
2020
Q3 | – | Sell |
-2,729
| Closed | -$291K | – | 133 |
|
|
2020
Q2 | $291K | Buy |
2,729
+4
| +0.1% | +$427 | 0.21% | 106 |
|
|
2020
Q1 | $229K | Buy |
+2,725
| New | +$229K | 0.17% | 110 |
|