Founders Financial Alliance’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $758K | Buy |
3,047
+1
| +0% | +$265 | 0.14% | 150 |
|
|
2025
Q4 | $844K | Buy |
3,046
+4
| +0.1% | +$1.11K | 0.16% | 123 |
|
|
2025
Q3 | $832K | Sell |
3,042
-5
| -0.2% | -$1.29K | 0.16% | 133 |
|
|
2025
Q2 | $751K | Buy |
3,047
+1
| +0% | +$223 | 0.17% | 125 |
|
|
2025
Q1 | $643K | Sell |
3,046
-69
| -2% | -$15.9K | 0.16% | 138 |
|
|
2024
Q4 | $733K | Buy |
3,115
+1,397
| +81% | +$321K | 0.2% | 107 |
|
|
2024
Q3 | $378K | Hold |
1,718
| – | – | 0.11% | 191 |
|
|
2024
Q2 | $369K | Sell |
1,718
-6
| -0.3% | -$1.2K | 0.11% | 185 |
|
|
2024
Q1 | $336K | Sell |
1,724
-144
| -8% | -$26.9K | 0.1% | 199 |
|
|
2023
Q4 | $327K | Buy |
1,868
+1
| +0.1% | +$164 | 0.13% | 172 |
|
|
2023
Q3 | $287K | Sell |
1,867
-7
| -0.4% | -$1.12K | 0.13% | 177 |
|
|
2023
Q2 | $297K | Buy |
1,874
+292
| +18% | +$42.6K | 0.12% | 191 |
|
|
2023
Q1 | $219K | Sell |
1,582
-331
| -17% | -$43K | 0.11% | 191 |
|
|
2022
Q4 | $231K | Sell |
1,913
-7
| -0.4% | -$870 | 0.11% | 201 |
|
|
2022
Q3 | $229K | Sell |
1,920
-146
| -7% | -$19.6K | 0.12% | 187 |
|
|
2022
Q2 | $259K | Buy |
2,066
+32
| +2% | +$4.39K | 0.13% | 169 |
|
|
2022
Q1 | $323K | Sell |
2,034
-462
| -19% | -$72K | 0.14% | 147 |
|
|
2021
Q4 | $433K | Hold |
2,496
| – | – | 0.17% | 130 |
|
|
2021
Q3 | $381K | Sell |
2,496
-2
| -0.1% | -$316 | 0.18% | 135 |
|
|
2021
Q2 | $374K | Sell |
2,498
-29
| -1% | -$4.15K | 0.17% | 136 |
|
|
2021
Q1 | $351K | Sell |
2,527
-6
| -0.2% | -$804 | 0.17% | 132 |
|
|
2020
Q4 | $337K | Hold |
2,533
| – | – | 0.19% | 122 |
|
|
2020
Q3 | $312K | Buy |
+2,533
| New | +$298K | 0.19% | 111 |
|
Other funds holding IWY
TCIIS
AWM