GeoWealth 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 | $1.26M | Buy |
5,094
+233
| +5% | +$57.4K | 0.05% | 213 |
|
|
2025
Q1 | $1.03M | Sell |
4,861
-81,427
| -94% | -$17.2M | 0.04% | 253 |
|
|
2024
Q4 | $20.3M | Buy |
86,288
+50,509
| +141% | +$11.9M | 0.66% | 29 |
|
|
2024
Q3 | $7.87M | Buy |
35,779
+12,811
| +56% | +$2.82M | 0.28% | 63 |
|
|
2024
Q2 | $4.93M | Buy |
22,968
+1,947
| +9% | +$418K | 0.21% | 73 |
|
|
2024
Q1 | $4.1M | Sell |
21,021
-28,276
| -57% | -$5.52M | 0.16% | 112 |
|
|
2023
Q4 | $8.64M | Buy |
49,297
+48,382
| +5,288% | +$8.48M | 0.71% | 39 |
|
|
2023
Q3 | $141K | Sell |
915
-169
| -16% | -$26K | 0.02% | 312 |
|
|
2023
Q2 | $172K | Sell |
1,084
-16
| -1% | -$2.54K | 0.02% | 255 |
|
|
2023
Q1 | $153K | Buy |
1,100
+1,079
| +5,138% | +$150K | 0.02% | 222 |
|
|
2022
Q4 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 347 |
|
|
2022
Q3 | – | Sell |
-3,031
| Closed | -$380K | – | 366 |
|
|
2022
Q2 | $380K | Sell |
3,031
-23,302
| -88% | -$2.92M | 0.05% | 189 |
|
|
2022
Q1 | $4.18M | Buy |
26,333
+9,611
| +57% | +$1.53M | 0.37% | 67 |
|
|
2021
Q4 | $2.9M | Sell |
16,722
-60,386
| -78% | -$10.5M | 0.24% | 86 |
|
|
2021
Q3 | $11.8M | Buy |
+77,108
| New | +$11.8M | 0.97% | 25 |
|
|
2019
Q4 | – | Sell |
-3,516
| Closed | -$306K | – | 150 |
|
|
2019
Q3 | $306K | Buy |
+3,516
| New | +$306K | 0.07% | 147 |
|