EverSource 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 | $42.4K | Hold |
172
| – | – | ﹤0.01% | 1717 |
|
|
2025
Q1 | $36.3K | Hold |
172
| – | – | ﹤0.01% | 1394 |
|
|
2024
Q4 | $40.5K | Buy |
172
+127
| +282% | +$29.9K | ﹤0.01% | 1282 |
|
|
2024
Q3 | $9.9K | Hold |
45
| – | – | ﹤0.01% | 1871 |
|
|
2024
Q2 | $9.46K | Hold |
45
| – | – | ﹤0.01% | 1888 |
|
|
2024
Q1 | $8.43K | Buy |
+45
| New | +$8.43K | ﹤0.01% | 1783 |
|