Focus Partners Wealth’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 | $2.23M | Buy |
9,031
+334
| +4% | +$82.3K | ﹤0.01% | 868 |
|
2025
Q1 | $1.83M | Sell |
8,697
-49
| -0.6% | -$10.3K | ﹤0.01% | 864 |
|
2024
Q4 | $2.06M | Buy |
8,746
+1,951
| +29% | +$459K | 0.01% | 823 |
|
2024
Q3 | $1.5M | Buy |
6,795
+145
| +2% | +$31.9K | ﹤0.01% | 833 |
|
2024
Q2 | $1.43M | Buy |
6,650
+3,620
| +119% | +$776K | ﹤0.01% | 717 |
|
2024
Q1 | $591K | Hold |
3,030
| – | – | ﹤0.01% | 694 |
|
2023
Q4 | $531K | Buy |
+3,030
| New | +$531K | 0.01% | 569 |
|