Godshalk Welsh Capital 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 | $890K | Buy |
3,610
+25
| +0.7% | +$6.16K | 0.55% | 58 |
|
|
2025
Q1 | $756K | Buy |
3,585
+50
| +1% | +$10.5K | 0.49% | 65 |
|
|
2024
Q4 | $832K | Buy |
3,535
+50
| +1% | +$11.8K | 0.54% | 60 |
|
|
2024
Q3 | $767K | Buy |
3,485
+150
| +4% | +$33K | 0.48% | 65 |
|
|
2024
Q2 | $715K | Sell |
3,335
-75
| -2% | -$16.1K | 0.48% | 66 |
|
|
2024
Q1 | $665K | Hold |
3,410
| – | – | 0.45% | 68 |
|
|
2023
Q4 | $598K | Buy |
3,410
+175
| +5% | +$30.7K | 0.43% | 69 |
|
|
2023
Q3 | $498K | Buy |
+3,235
| New | +$498K | 0.38% | 75 |
|