Financial Architects (New Jersey)’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-219
| Closed | -$23K | – | 517 |
|
2020
Q2 | $23K | Hold |
219
| – | – | 0.01% | 523 |
|
2020
Q1 | $18K | Hold |
219
| – | – | ﹤0.01% | 533 |
|
2019
Q4 | $21K | Hold |
219
| – | – | ﹤0.01% | 569 |
|
2019
Q3 | $19K | Hold |
219
| – | – | ﹤0.01% | 592 |
|
2019
Q2 | $19K | Hold |
219
| – | – | ﹤0.01% | 633 |
|
2019
Q1 | $18K | Hold |
219
| – | – | ﹤0.01% | 812 |
|
2018
Q4 | $16K | Hold |
219
| – | – | ﹤0.01% | 771 |
|
2018
Q3 | $19K | Hold |
219
| – | – | ﹤0.01% | 808 |
|
2018
Q2 | $17K | Hold |
219
| – | – | ﹤0.01% | 850 |
|
2018
Q1 | $16K | Hold |
219
| – | – | ﹤0.01% | 824 |
|
2017
Q4 | $16K | Hold |
219
| – | – | ﹤0.01% | 898 |
|
2017
Q3 | $15K | Sell |
219
-69
| -24% | -$4.73K | ﹤0.01% | 929 |
|
2017
Q2 | $19K | Hold |
288
| – | – | ﹤0.01% | 861 |
|
2017
Q1 | $18K | Hold |
288
| – | – | ﹤0.01% | 870 |
|
2016
Q4 | $16K | Hold |
288
| – | – | ﹤0.01% | 881 |
|
2016
Q3 | $16K | Hold |
288
| – | – | ﹤0.01% | 882 |
|
2016
Q2 | $16K | Hold |
288
| – | – | ﹤0.01% | 842 |
|
2016
Q1 | $15K | Buy |
+288
| New | +$15K | 0.01% | 630 |
|
2015
Q3 | – | Sell |
-150
| Closed | -$8K | – | 551 |
|
2015
Q2 | $8K | Hold |
150
| – | – | ﹤0.01% | 821 |
|
2015
Q1 | $8K | Hold |
150
| – | – | ﹤0.01% | 761 |
|
2014
Q4 | $8K | Hold |
150
| – | – | ﹤0.01% | 705 |
|
2014
Q3 | $7K | Buy |
+150
| New | +$7K | ﹤0.01% | 674 |
|