Family Capital 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 | $15.6M | Buy |
63,144
+1,960
| +3% | +$483K | 8.16% | 3 |
|
2025
Q1 | $12.9M | Buy |
61,184
+1,324
| +2% | +$279K | 7.96% | 4 |
|
2024
Q4 | $14.1M | Sell |
59,860
-360
| -0.6% | -$84.7K | 8.5% | 2 |
|
2024
Q3 | $13.3M | Buy |
60,220
+397
| +0.7% | +$87.4K | 8.54% | 3 |
|
2024
Q2 | $12.8M | Sell |
59,823
-1,144
| -2% | -$245K | 8.75% | 3 |
|
2024
Q1 | $11.9M | Buy |
60,967
+1,079
| +2% | +$211K | 8.29% | 3 |
|
2023
Q4 | $10.5M | Sell |
59,888
-3,026
| -5% | -$530K | 7.44% | 4 |
|
2023
Q3 | $9.68M | Sell |
62,914
-377
| -0.6% | -$58K | 6.39% | 4 |
|
2023
Q2 | $10M | Buy |
63,291
+1,973
| +3% | +$313K | 6.26% | 5 |
|
2023
Q1 | $8.52M | Buy |
61,318
+32,176
| +110% | +$4.47M | 3.68% | 5 |
|
2022
Q4 | $3.51M | Buy |
+29,142
| New | +$3.51M | 2.32% | 11 |
|