Financial Advocates Investment 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 | $497K | Sell |
2,016
-979
| -33% | -$241K | 0.04% | 354 |
|
|
2025
Q1 | $632K | Sell |
2,995
-63,571
| -96% | -$13.4M | 0.04% | 376 |
|
|
2024
Q4 | $6.97M | Buy |
66,566
+64,803
| +3,676% | +$6.78M | 0.4% | 51 |
|
|
2024
Q3 | $342K | Sell |
1,763
-739
| -30% | -$143K | 0.02% | 564 |
|
|
2024
Q2 | $537K | Sell |
2,502
-6,138
| -71% | -$1.32M | 0.03% | 420 |
|
|
2024
Q1 | $1.8M | Buy |
8,640
+7,477
| +643% | +$1.56M | 0.1% | 200 |
|
|
2023
Q4 | $204K | Sell |
1,163
-4,617
| -80% | -$809K | 0.01% | 681 |
|
|
2023
Q3 | $815K | Buy |
5,780
+508
| +10% | +$71.7K | 0.06% | 306 |
|
|
2023
Q2 | $836K | Sell |
5,272
-351
| -6% | -$55.7K | 0.06% | 299 |
|
|
2023
Q1 | $781K | Sell |
5,623
-296
| -5% | -$41.1K | 0.06% | 326 |
|
|
2022
Q4 | $713K | Buy |
5,919
+1,642
| +38% | +$198K | 0.05% | 360 |
|
|
2022
Q3 | $506K | Sell |
4,277
-1,812
| -30% | -$214K | 0.04% | 407 |
|
|
2022
Q2 | $763K | Buy |
6,089
+199
| +3% | +$24.9K | 0.06% | 311 |
|
|
2022
Q1 | $936K | Sell |
5,890
-3,444
| -37% | -$547K | 0.06% | 308 |
|
|
2021
Q4 | $843K | Buy |
9,334
+4,252
| +84% | +$384K | 0.05% | 354 |
|
|
2021
Q3 | $776K | Buy |
5,082
+1,069
| +27% | +$163K | 0.05% | 376 |
|
|
2021
Q2 | $605K | Buy |
4,013
+130
| +3% | +$19.6K | 0.04% | 430 |
|
|
2021
Q1 | $522K | Buy |
3,883
+847
| +28% | +$114K | 0.04% | 462 |
|
|
2020
Q4 | $392K | Sell |
3,036
-1,075
| -26% | -$139K | 0.03% | 494 |
|
|
2020
Q3 | $499K | Buy |
4,111
+452
| +12% | +$54.9K | 0.04% | 371 |
|
|
2020
Q2 | $389K | Sell |
3,659
-173
| -5% | -$18.4K | 0.04% | 389 |
|
|
2020
Q1 | $323K | Sell |
3,832
-1,243
| -24% | -$105K | 0.05% | 341 |
|
|
2019
Q4 | $490K | Buy |
5,075
+119
| +2% | +$11.5K | 0.05% | 314 |
|
|
2019
Q3 | $431K | Sell |
4,956
-1,995
| -29% | -$173K | 0.05% | 316 |
|
|
2019
Q2 | $596K | Buy |
6,951
+150
| +2% | +$12.9K | 0.07% | 253 |
|
|
2019
Q1 | $559K | Buy |
6,801
+340
| +5% | +$27.9K | 0.07% | 250 |
|
|
2018
Q4 | $464K | Sell |
6,461
-1,058
| -14% | -$76K | 0.06% | 256 |
|
|
2018
Q3 | $642K | Buy |
7,519
+18
| +0.2% | +$1.54K | 0.07% | 245 |
|
|
2018
Q2 | $591K | Sell |
7,501
-103
| -1% | -$8.12K | 0.07% | 243 |
|
|
2018
Q1 | $561K | Buy |
7,604
+17
| +0.2% | +$1.25K | 0.07% | 239 |
|
|
2017
Q4 | $555K | Buy |
+7,587
| New | +$555K | 0.08% | 241 |
|