Great Valley Advisor 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 | $2.46M | Buy |
9,987
+159
| +2% | +$39.2K | 0.05% | 282 |
|
|
2025
Q1 | $2.07M | Sell |
9,828
-80
| -0.8% | -$16.9K | 0.04% | 307 |
|
|
2024
Q4 | $2.33M | Buy |
9,908
+3
| +0% | +$706 | 0.05% | 296 |
|
|
2024
Q3 | $2.18M | Sell |
9,905
-2,264
| -19% | -$498K | 0.05% | 296 |
|
|
2024
Q2 | $2.61M | Buy |
12,169
+1,100
| +10% | +$236K | 0.07% | 250 |
|
|
2024
Q1 | $2.16M | Buy |
11,069
+4,532
| +69% | +$884K | 0.07% | 260 |
|
|
2023
Q4 | $1.15M | Buy |
6,537
+5,057
| +342% | +$886K | 0.04% | 320 |
|
|
2023
Q3 | $227K | Sell |
1,480
-1,570
| -51% | -$241K | 0.01% | 603 |
|
|
2023
Q2 | $484K | Buy |
+3,050
| New | +$484K | 0.02% | 449 |
|
|
2022
Q3 | – | Sell |
-2,414
| Closed | -$302K | – | 691 |
|
|
2022
Q2 | $302K | Buy |
2,414
+58
| +2% | +$7.26K | 0.02% | 544 |
|
|
2022
Q1 | $374K | Sell |
2,356
-488
| -17% | -$77.5K | 0.02% | 452 |
|
|
2021
Q4 | $493K | Hold |
2,844
| – | – | 0.03% | 388 |
|
|
2021
Q3 | $434K | Buy |
+2,844
| New | +$434K | 0.03% | 394 |
|