Foundations Investment Advisors’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 | $3.09M | Buy |
12,549
+943
| +8% | +$232K | 0.05% | 256 |
|
|
2025
Q1 | $2.45M | Sell |
11,606
-10,245
| -47% | -$2.16M | 0.05% | 267 |
|
|
2024
Q4 | $5.14M | Buy |
21,851
+8,295
| +61% | +$1.95M | 0.1% | 186 |
|
|
2024
Q3 | $2.98M | Buy |
13,556
+3,398
| +33% | +$748K | 0.06% | 226 |
|
|
2024
Q2 | $2.18M | Sell |
10,158
-4,611
| -31% | -$989K | 0.05% | 226 |
|
|
2024
Q1 | $2.88M | Sell |
14,769
-522
| -3% | -$102K | 0.08% | 202 |
|
|
2023
Q4 | $2.8M | Sell |
15,291
-11,457
| -43% | -$2.1M | 0.08% | 192 |
|
|
2023
Q3 | $4.11M | Buy |
26,748
+556
| +2% | +$85.5K | 0.13% | 131 |
|
|
2023
Q2 | $4.15M | Buy |
26,192
+11,437
| +78% | +$1.81M | 0.14% | 107 |
|
|
2023
Q1 | $2.05M | Sell |
14,755
-248
| -2% | -$34.5K | 0.07% | 159 |
|
|
2022
Q4 | $1.81M | Buy |
15,003
+12,245
| +444% | +$1.48M | 0.07% | 141 |
|
|
2022
Q3 | $330K | Sell |
2,758
-348
| -11% | -$41.6K | 0.01% | 310 |
|
|
2022
Q2 | $400K | Sell |
3,106
-61
| -2% | -$7.86K | 0.02% | 265 |
|
|
2022
Q1 | $472K | Buy |
3,167
+37
| +1% | +$5.51K | 0.02% | 204 |
|
|
2021
Q4 | $527K | Sell |
3,130
-423
| -12% | -$71.2K | 0.02% | 200 |
|
|
2021
Q3 | $544K | Sell |
3,553
-1,043
| -23% | -$160K | 0.02% | 168 |
|
|
2021
Q2 | $711K | Buy |
+4,596
| New | +$711K | 0.03% | 127 |
|