First Heartland Consultants’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 | $730K | Sell |
2,962
-747
| -20% | -$184K | 0.07% | 203 |
|
|
2025
Q1 | $782K | Buy |
3,709
+49
| +1% | +$10.3K | 0.08% | 178 |
|
|
2024
Q4 | $861K | Buy |
3,660
+140
| +4% | +$32.9K | 0.09% | 165 |
|
|
2024
Q3 | $775K | Sell |
3,520
-515
| -13% | -$113K | 0.08% | 170 |
|
|
2024
Q2 | $866 | Buy |
4,035
+149
| +4% | +$32 | 0.06% | 188 |
|
|
2024
Q1 | $758K | Buy |
3,886
+284
| +8% | +$55.4K | 0.08% | 193 |
|
|
2023
Q4 | $631K | Buy |
3,602
+65
| +2% | +$11.4K | 0.08% | 185 |
|
|
2023
Q3 | $544K | Buy |
3,537
+162
| +5% | +$24.9K | 0.07% | 197 |
|
|
2023
Q2 | $535K | Buy |
3,375
+48
| +1% | +$7.61K | 0.07% | 202 |
|
|
2023
Q1 | $462K | Sell |
3,327
-17
| -0.5% | -$2.36K | 0.07% | 210 |
|
|
2022
Q4 | $403K | Buy |
3,344
+578
| +21% | +$69.7K | 0.06% | 233 |
|
|
2022
Q3 | $330 | Buy |
2,766
+360
| +15% | +$43 | 0.03% | 237 |
|
|
2022
Q2 | $301K | Buy |
2,406
+348
| +17% | +$43.5K | 0.05% | 262 |
|
|
2022
Q1 | $326K | Buy |
2,058
+56
| +3% | +$8.87K | 0.05% | 247 |
|
|
2021
Q4 | $347 | Buy |
2,002
+484
| +32% | +$84 | 0.01% | 248 |
|
|
2021
Q3 | $232K | Buy |
1,518
+13
| +0.9% | +$1.99K | 0.04% | 344 |
|
|
2021
Q2 | $227K | Buy |
+1,505
| New | +$227K | 0.03% | 349 |
|
|
2020
Q1 | – | Sell |
-13,514
| Closed | -$1.31M | – | 276 |
|
|
2019
Q4 | $1.31M | Sell |
13,514
-99
| -0.7% | -$9.56K | 0.26% | 99 |
|
|
2019
Q3 | $1.19M | Buy |
13,613
+479
| +4% | +$41.7K | 0.25% | 96 |
|
|
2019
Q2 | $1.13M | Buy |
13,134
+536
| +4% | +$46K | 0.27% | 90 |
|
|
2019
Q1 | $1.04M | Buy |
12,598
+302
| +2% | +$24.8K | 0.29% | 85 |
|
|
2018
Q4 | $882K | Sell |
12,296
-2,993
| -20% | -$215K | 0.33% | 84 |
|
|
2018
Q3 | $1.31M | Sell |
15,289
-610
| -4% | -$52.1K | 0.41% | 69 |
|
|
2018
Q2 | $1.25M | Buy |
15,899
+1,761
| +12% | +$138K | 0.44% | 65 |
|
|
2018
Q1 | $1.04M | Buy |
14,138
+1,817
| +15% | +$134K | 0.31% | 86 |
|
|
2017
Q4 | $901K | Buy |
12,321
+4,847
| +65% | +$354K | 0.27% | 93 |
|
|
2017
Q3 | $507K | Buy |
7,474
+1,649
| +28% | +$112K | 0.12% | 213 |
|
|
2017
Q2 | $376K | Buy |
5,825
+1,388
| +31% | +$89.6K | 0.1% | 240 |
|
|
2017
Q1 | $273K | Buy |
+4,437
| New | +$273K | 0.08% | 270 |
|
|
2013
Q3 | – | Sell |
-475
| Closed | -$18K | – | 301 |
|
|
2013
Q2 | $18K | Buy |
+475
| New | +$18K | 0.01% | 328 |
|