GWMIA
Global Wealth Management Investment Advisory’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 | $3.58M | Hold |
14,534
| – | – | 0.67% | 53 |
|
|
2025
Q1 | $3.07M | Sell |
14,534
-796
| -5% | -$168K | 0.61% | 58 |
|
|
2024
Q4 | $3.61M | Sell |
15,330
-726
| -5% | -$171K | 0.74% | 44 |
|
|
2024
Q3 | $3.53M | Sell |
16,056
-256
| -2% | -$56.3K | 0.76% | 44 |
|
|
2024
Q2 | $3.5M | Sell |
16,312
-1,194
| -7% | -$256K | 0.81% | 43 |
|
|
2024
Q1 | $3.42M | Sell |
17,506
-1,903
| -10% | -$371K | 0.84% | 45 |
|
|
2023
Q4 | $3.4M | Sell |
19,409
-2,916
| -13% | -$511K | 0.87% | 40 |
|
|
2023
Q3 | $3.43M | Sell |
22,325
-1,110
| -5% | -$171K | 0.96% | 31 |
|
|
2023
Q2 | $3.72M | Sell |
23,435
-1,073
| -4% | -$170K | 1.02% | 27 |
|
|
2023
Q1 | $3.4M | Sell |
24,508
-2,980
| -11% | -$414K | 1.03% | 34 |
|
|
2022
Q4 | $3.31M | Sell |
27,488
-4,968
| -15% | -$599K | 1.08% | 33 |
|
|
2022
Q3 | $3.88M | Sell |
32,456
-2,232
| -6% | -$267K | 1.38% | 19 |
|
|
2022
Q2 | $4.34M | Sell |
34,688
-19,093
| -36% | -$2.39M | 1.47% | 19 |
|
|
2022
Q1 | $8.54M | Sell |
53,781
-5,291
| -9% | -$841K | 2.54% | 6 |
|
|
2021
Q4 | $10.2M | Sell |
59,072
-6,335
| -10% | -$1.1M | 3.08% | 2 |
|
|
2021
Q3 | $9.99M | Sell |
65,407
-6,700
| -9% | -$1.02M | 3.16% | 1 |
|
|
2021
Q2 | $10.9M | Sell |
72,107
-6,745
| -9% | -$1.02M | 3.61% | 1 |
|
|
2021
Q1 | $10.6M | Sell |
78,852
-3,096
| -4% | -$417K | 3.83% | 1 |
|
|
2020
Q4 | $10.9M | Sell |
81,948
-10,091
| -11% | -$1.34M | 4.23% | 1 |
|
|
2020
Q3 | $11.2M | Sell |
92,039
-6,053
| -6% | -$735K | 4.83% | 1 |
|
|
2020
Q2 | $10.5M | Buy |
98,092
+3,533
| +4% | +$377K | 4.47% | 1 |
|
|
2020
Q1 | $7.96M | Sell |
94,559
-3,275
| -3% | -$276K | 4.02% | 2 |
|
|
2019
Q4 | $9.45M | Buy |
97,834
+1,165
| +1% | +$113K | 4% | 1 |
|
|
2019
Q3 | $8.42M | Buy |
96,669
+1,846
| +2% | +$161K | 3.85% | 1 |
|
|
2019
Q2 | $8.14M | Buy |
94,823
+5,349
| +6% | +$459K | 3.94% | 1 |
|
|
2019
Q1 | $7.36M | Buy |
89,474
+9,438
| +12% | +$776K | 3.82% | 1 |
|
|
2018
Q4 | $5.74M | Buy |
+80,036
| New | +$5.74M | 3.34% | 1 |
|