Geneos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.38M | Sell |
21,835
-64,299
| -75% | -$15.9M | 0.13% | 193 |
|
|
2025
Q1 | $18.2M | Buy |
86,134
+33,774
| +65% | +$7.12M | 0.26% | 94 |
|
|
2024
Q4 | $12.3M | Buy |
52,360
+6,709
| +15% | +$1.58M | 0.43% | 45 |
|
|
2024
Q3 | $10M | Sell |
45,651
-10,139
| -18% | -$2.23M | 0.38% | 54 |
|
|
2024
Q2 | $12M | Sell |
55,790
-1,515
| -3% | -$325K | 0.53% | 39 |
|
|
2024
Q1 | $11.2M | Buy |
57,305
+211
| +0.4% | +$41.2K | 0.51% | 42 |
|
|
2023
Q4 | $10M | Buy |
57,094
+56,375
| +7,841% | +$9.88M | 0.49% | 44 |
|
|
2023
Q3 | $111K | Buy |
719
+350
| +95% | +$53.8K | 0.01% | 843 |
|
|
2023
Q2 | $58.5K | Sell |
369
-15
| -4% | -$2.38K | ﹤0.01% | 1031 |
|
|
2023
Q1 | $53.3K | Sell |
384
-15,191
| -98% | -$2.11M | ﹤0.01% | 1058 |
|
|
2022
Q4 | $1.88M | Buy |
15,575
+1,792
| +13% | +$216K | 0.11% | 190 |
|
|
2022
Q3 | $1.65M | Buy |
13,783
+13,314
| +2,839% | +$1.59M | 0.11% | 188 |
|
|
2022
Q2 | $59K | Sell |
469
-12,602
| -96% | -$1.59M | ﹤0.01% | 1210 |
|
|
2022
Q1 | $2.08M | Buy |
13,071
+38
| +0.3% | +$6.04K | 0.09% | 217 |
|
|
2021
Q4 | $2.26M | Sell |
13,033
-1,333
| -9% | -$231K | 0.09% | 237 |
|
|
2021
Q3 | $2.21M | Sell |
14,366
-692
| -5% | -$107K | 0.08% | 231 |
|
|
2021
Q2 | $2.3M | Sell |
15,058
-6,190
| -29% | -$947K | 0.09% | 218 |
|
|
2021
Q1 | $3.06M | Buy |
21,248
+3,317
| +18% | +$478K | 0.09% | 231 |
|
|
2020
Q4 | $2.06M | Buy |
17,931
+3,391
| +23% | +$390K | 0.08% | 231 |
|
|
2020
Q3 | $1.73M | Buy |
14,540
+87
| +0.6% | +$10.3K | 0.09% | 214 |
|
|
2020
Q2 | $1.5M | Buy |
14,453
+14,330
| +11,650% | +$1.48M | 0.08% | 227 |
|
|
2020
Q1 | $10K | Hold |
123
| – | – | ﹤0.01% | 1817 |
|
|
2019
Q4 | $11K | Hold |
123
| – | – | ﹤0.01% | 1926 |
|
|
2019
Q3 | $10K | Hold |
123
| – | – | ﹤0.01% | 1891 |
|
|
2019
Q2 | $10K | Buy |
123
+86
| +232% | +$6.99K | ﹤0.01% | 1908 |
|
|
2019
Q1 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 2156 |
|