FSC Wealth 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 | – | Sell |
-527
| Closed | -$111K | – | 162 |
|
|
2025
Q1 | $111K | Buy |
527
+1
| +0.2% | +$211 | 0.07% | 79 |
|
|
2024
Q4 | $124K | Hold |
526
| – | – | 0.08% | 79 |
|
|
2024
Q3 | $116K | Buy |
526
+1
| +0.2% | +$220 | 0.08% | 76 |
|
|
2024
Q2 | $113K | Hold |
525
| – | – | 0.08% | 71 |
|
|
2024
Q1 | $102K | Sell |
525
-14,798
| -97% | -$2.89M | 0.07% | 70 |
|
|
2023
Q4 | $2.68M | Buy |
15,323
+14,801
| +2,835% | +$2.59M | 1.97% | 17 |
|
|
2023
Q3 | $80.3K | Hold |
522
| – | – | 0.08% | 52 |
|
|
2023
Q2 | $82.7K | Buy |
+522
| New | +$82.7K | 0.07% | 52 |
|