GPS Wealth Strategies Group’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 | $170K | Buy |
691
+65
| +10% | +$16K | 0.02% | 351 |
|
2025
Q1 | $132K | Sell |
626
-20
| -3% | -$4.22K | 0.02% | 393 |
|
2024
Q4 | $152K | Sell |
646
-16
| -2% | -$3.76K | 0.02% | 344 |
|
2024
Q3 | $146K | Buy |
662
+1
| +0.2% | +$220 | 0.02% | 367 |
|
2024
Q2 | $142K | Buy |
661
+256
| +63% | +$54.9K | 0.02% | 328 |
|
2024
Q1 | $78.9K | Buy |
405
+51
| +14% | +$9.94K | 0.01% | 425 |
|
2023
Q4 | $62.1K | Sell |
354
-13
| -4% | -$2.28K | 0.01% | 448 |
|
2023
Q3 | $56.5K | Hold |
367
| – | – | 0.01% | 461 |
|
2023
Q2 | $58.2K | Sell |
367
-827
| -69% | -$131K | 0.01% | 462 |
|
2023
Q1 | $166K | Buy |
+1,194
| New | +$166K | 0.03% | 258 |
|
2022
Q4 | – | Sell |
-1,376
| Closed | -$164K | – | 621 |
|
2022
Q3 | $164K | Sell |
1,376
-14
| -1% | -$1.67K | 0.04% | 226 |
|
2022
Q2 | $174K | Hold |
1,390
| – | – | 0.04% | 229 |
|
2022
Q1 | $221K | Sell |
1,390
-88
| -6% | -$14K | 0.05% | 195 |
|
2021
Q4 | $256K | Sell |
1,478
-159
| -10% | -$27.5K | 0.06% | 188 |
|
2021
Q3 | $250K | Buy |
1,637
+1
| +0.1% | +$153 | 0.06% | 175 |
|
2021
Q2 | $246K | Sell |
1,636
-353
| -18% | -$53.1K | 0.06% | 172 |
|
2021
Q1 | $267K | Hold |
1,989
| – | – | 0.08% | 156 |
|
2020
Q4 | $265K | Buy |
+1,989
| New | +$265K | 0.09% | 143 |
|