GRP
Global Retirement Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $33.6M | Buy |
+136,269
| New | +$33.6M | 0.83% | 17 |
|
2024
Q4 | $28.5M | Buy |
121,204
+16,716
| +16% | +$3.93M | 0.82% | 17 |
|
2024
Q3 | $23M | Sell |
104,488
-7,181
| -6% | -$1.58M | 0.69% | 23 |
|
2024
Q2 | $24M | Buy |
111,669
+19,955
| +22% | +$4.28M | 0.75% | 23 |
|
2024
Q1 | $17.9M | Buy |
91,714
+20,031
| +28% | +$3.91M | 0.67% | 29 |
|
2023
Q4 | $12.7M | Buy |
71,683
+18,387
| +34% | +$3.25M | 0.53% | 35 |
|
2023
Q3 | $8.25M | Buy |
53,296
+11,680
| +28% | +$1.81M | 0.42% | 48 |
|
2023
Q2 | $6.6M | Buy |
41,616
+576
| +1% | +$91.3K | 0.32% | 66 |
|
2023
Q1 | $5.71M | Buy |
41,040
+3,475
| +9% | +$483K | 0.3% | 68 |
|
2022
Q4 | $4.53M | Sell |
37,565
-1,639
| -4% | -$198K | 0.31% | 67 |
|
2022
Q3 | $4.94M | Buy |
39,204
+4,286
| +12% | +$540K | 0.37% | 54 |
|
2022
Q2 | $4.37M | Buy |
34,918
+552
| +2% | +$69.1K | 0.35% | 64 |
|
2022
Q1 | $4.38M | Buy |
+34,366
| New | +$4.38M | 0.34% | 65 |
|
2021
Q4 | – | Sell |
-3,656
| Closed | -$558K | – | 1043 |
|
2021
Q3 | $558K | Buy |
3,656
+2,079
| +132% | +$317K | 0.06% | 282 |
|
2021
Q2 | $237K | Buy |
+1,577
| New | +$237K | 0.02% | 421 |
|
2021
Q1 | – | Sell |
-20
| Closed | -$3K | – | 1823 |
|
2020
Q4 | $3K | Sell |
20
-100
| -83% | -$15K | ﹤0.01% | 1533 |
|
2020
Q3 | $15K | Buy |
+120
| New | +$15K | ﹤0.01% | 1020 |
|
2019
Q4 | – | Sell |
-40
| Closed | -$3K | – | 1665 |
|
2019
Q3 | $3K | Sell |
40
-590
| -94% | -$44.3K | ﹤0.01% | 1393 |
|
2019
Q2 | $54K | Sell |
630
-171
| -21% | -$14.7K | 0.01% | 594 |
|
2019
Q1 | $66K | Sell |
801
-250
| -24% | -$20.6K | 0.02% | 476 |
|
2018
Q4 | $75K | Sell |
1,051
-510
| -33% | -$36.4K | 0.02% | 426 |
|
2018
Q3 | $133K | Sell |
1,561
-28
| -2% | -$2.39K | 0.03% | 355 |
|
2018
Q2 | $124K | Sell |
1,589
-103
| -6% | -$8.04K | 0.03% | 355 |
|
2018
Q1 | $125K | Buy |
1,692
+69
| +4% | +$5.1K | 0.03% | 343 |
|
2017
Q4 | $119K | Buy |
+1,623
| New | +$119K | 0.03% | 326 |
|