Fulcrum Equity Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,982
| Closed | -$347K | – | 112 |
|
|
2023
Q4 | $347K | Sell |
1,982
-3,517
| -64% | -$616K | 0.43% | 61 |
|
|
2023
Q3 | $846K | Buy |
+5,499
| New | +$846K | 0.99% | 28 |
|
|
2022
Q1 | – | Sell |
-23,049
| Closed | -$4M | – | 153 |
|
|
2021
Q4 | $4M | Buy |
+23,049
| New | +$4M | 1.49% | 22 |
|
|
2021
Q1 | – | Sell |
-41,756
| Closed | -$5.56M | – | 194 |
|
|
2020
Q4 | $5.56M | Sell |
41,756
-12,022
| -22% | -$1.6M | 2.22% | 9 |
|
|
2020
Q3 | $6.53M | Buy |
+53,778
| New | +$6.53M | 3.03% | 6 |
|