GeoWealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.44M | Buy |
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|
2025
Q2 | $1.26M | Buy |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $20.3M | Buy |
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|
2024
Q3 | $7.87M | Buy |
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|
2024
Q2 | $4.93M | Buy |
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|
2024
Q1 | $4.1M | Sell |
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|
2023
Q4 | $8.64M | Buy |
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|
2023
Q3 | $141K | Sell |
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|
2023
Q2 | $172K | Sell |
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|
2023
Q1 | $153K | Buy |
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|
2022
Q4 | $3K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $380K | Sell |
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|
2022
Q1 | $4.18M | Buy |
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|
2021
Q4 | $2.9M | Sell |
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|
2021
Q3 | $11.8M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $306K | Buy |
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