Gradient Investments’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 | $801K | Buy |
+3,249
| New | +$801K | 0.01% | 241 |
|
|
2024
Q3 | – | Sell |
-489
| Closed | -$105K | – | 836 |
|
|
2024
Q2 | $105K | Hold |
489
| – | – | ﹤0.01% | 399 |
|
|
2024
Q1 | $95.4K | Sell |
489
-58
| -11% | -$11.3K | ﹤0.01% | 359 |
|
|
2023
Q4 | $95.8K | Buy |
547
+255
| +87% | +$44.7K | ﹤0.01% | 428 |
|
|
2023
Q3 | $44.9K | Sell |
292
-210
| -42% | -$32.3K | ﹤0.01% | 529 |
|
|
2023
Q2 | $79.6K | Hold |
502
| – | – | ﹤0.01% | 434 |
|
|
2023
Q1 | $69.7K | Sell |
502
-2,935
| -85% | -$408K | ﹤0.01% | 431 |
|
|
2022
Q4 | $414K | Buy |
3,437
+2,845
| +481% | +$343K | 0.01% | 244 |
|
|
2022
Q3 | $71K | Hold |
592
| – | – | ﹤0.01% | 426 |
|
|
2022
Q2 | $74K | Hold |
592
| – | – | ﹤0.01% | 414 |
|
|
2022
Q1 | $94K | Sell |
592
-406
| -41% | -$64.5K | ﹤0.01% | 378 |
|
|
2021
Q4 | $173K | Sell |
998
-28
| -3% | -$4.85K | ﹤0.01% | 297 |
|
|
2021
Q3 | $157K | Sell |
1,026
-80
| -7% | -$12.2K | ﹤0.01% | 301 |
|
|
2021
Q2 | $167K | Buy |
1,106
+210
| +23% | +$31.7K | ﹤0.01% | 303 |
|
|
2021
Q1 | $121K | Hold |
896
| – | – | ﹤0.01% | 337 |
|
|
2020
Q4 | $109K | Hold |
896
| – | – | ﹤0.01% | 308 |
|
|
2020
Q3 | $109K | Buy |
896
+257
| +40% | +$31.3K | ﹤0.01% | 308 |
|
|
2020
Q2 | $68K | Sell |
639
-42
| -6% | -$4.47K | ﹤0.01% | 344 |
|
|
2020
Q1 | $57K | Buy |
681
+42
| +7% | +$3.52K | ﹤0.01% | 333 |
|
|
2019
Q4 | $62K | Sell |
639
-39
| -6% | -$3.78K | ﹤0.01% | 360 |
|
|
2019
Q3 | $59K | Buy |
678
+363
| +115% | +$31.6K | ﹤0.01% | 357 |
|
|
2019
Q2 | $27K | Buy |
+315
| New | +$27K | ﹤0.01% | 466 |
|
|
2018
Q3 | – | Sell |
-390
| Closed | -$31K | – | 1018 |
|
|
2018
Q2 | $31K | Hold |
390
| – | – | ﹤0.01% | 411 |
|
|
2018
Q1 | $29K | Buy |
+390
| New | +$29K | ﹤0.01% | 417 |
|