FPCG
Forum Private Client Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5M | Buy |
79,080
+10,533
| +15% | +$2.6M | 7.51% | 3 |
|
|
2025
Q1 | $14.5M | Buy |
68,547
+1,328
| +2% | +$280K | 6.28% | 4 |
|
|
2024
Q4 | $15.8M | Sell |
67,219
-1,680
| -2% | -$395K | 7.04% | 4 |
|
|
2024
Q3 | $15.2M | Sell |
68,899
-819
| -1% | -$180K | 6.73% | 4 |
|
|
2024
Q2 | $15M | Sell |
69,718
-885
| -1% | -$190K | 7.11% | 3 |
|
|
2024
Q1 | $13.8M | Buy |
70,603
+1,295
| +2% | +$253K | 6.66% | 3 |
|
|
2023
Q4 | $12.1M | Buy |
+69,308
| New | +$12.1M | 6.34% | 3 |
|
|
2023
Q3 | – | Sell |
-67,650
| Closed | -$10.7M | – | 40 |
|
|
2023
Q2 | $10.7M | Buy |
67,650
+7,180
| +12% | +$1.14M | 6.14% | 3 |
|
|
2023
Q1 | $8.4M | Buy |
60,470
+9,883
| +20% | +$1.37M | 5.31% | 5 |
|
|
2022
Q4 | $6.1M | Buy |
50,587
+7,907
| +19% | +$953K | 4.21% | 7 |
|
|
2022
Q3 | $5.1M | Buy |
42,680
+13,239
| +45% | +$1.58M | 3.81% | 7 |
|
|
2022
Q2 | $3.69M | Buy |
29,441
+21,579
| +274% | +$2.7M | 2.68% | 12 |
|
|
2022
Q1 | $1.25M | Buy |
+7,862
| New | +$1.25M | 0.97% | 27 |
|