Forte Capital’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 | $837K | Sell |
3,394
-65
| -2% | -$16K | 0.09% | 132 |
|
|
2025
Q1 | $730K | Sell |
3,459
-355
| -9% | -$74.9K | 0.09% | 140 |
|
|
2024
Q4 | $897K | Buy |
3,814
+120
| +3% | +$28.2K | 0.1% | 120 |
|
|
2024
Q3 | $813K | Buy |
3,694
+1,179
| +47% | +$259K | 0.09% | 131 |
|
|
2024
Q2 | $540K | Sell |
2,515
-190
| -7% | -$40.8K | 0.07% | 151 |
|
|
2024
Q1 | $528K | Hold |
2,705
| – | – | 0.07% | 155 |
|
|
2023
Q4 | $474K | Sell |
2,705
-5
| -0.2% | -$876 | 0.06% | 150 |
|
|
2023
Q3 | $417K | Buy |
2,710
+140
| +5% | +$21.5K | 0.06% | 147 |
|
|
2023
Q2 | $407K | Buy |
2,570
+95
| +4% | +$15.1K | 0.06% | 153 |
|
|
2023
Q1 | $344K | Hold |
2,475
| – | – | 0.05% | 160 |
|
|
2022
Q4 | $298K | Hold |
2,475
| – | – | 0.05% | 167 |
|
|
2022
Q3 | $296K | Buy |
2,475
+155
| +7% | +$18.5K | 0.05% | 159 |
|
|
2022
Q2 | $291K | Buy |
2,320
+594
| +34% | +$74.5K | 0.05% | 161 |
|
|
2022
Q1 | $299K | Hold |
1,726
| – | – | 0.04% | 187 |
|
|
2021
Q4 | $299K | Buy |
+1,726
| New | +$299K | 0.04% | 187 |
|