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