Fermata Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $367K | Sell |
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|
2025
Q2 | $331K | Sell |
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|
2025
Q1 | $346K | Sell |
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|
2024
Q4 | $396K | Buy |
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|
2024
Q3 | $370K | Hold |
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|
2024
Q2 | $361K | Sell |
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|
2024
Q1 | $330K | Sell |
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|
2023
Q4 | $318K | Sell |
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|
2023
Q3 | $357K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $293K | Sell |
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|
2022
Q3 | $343K | Buy |
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|
2022
Q2 | $262K | Sell |
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|
2022
Q1 | $2.11M | Buy |
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|
2021
Q4 | $1.97M | Buy |
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|
2021
Q3 | $849K | Buy |
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