Guardian Wealth Advisors (North Carolina)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-404
| Closed | -$70.8K | – | 469 |
|
|
2023
Q4 | $70.8K | Hold |
404
| – | – | 0.01% | 280 |
|
|
2023
Q3 | $62.3K | Hold |
404
| – | – | 0.01% | 279 |
|
|
2023
Q2 | $64.1K | Sell |
404
-306
| -43% | -$48.5K | 0.01% | 265 |
|
|
2023
Q1 | $98.6K | Sell |
710
-205
| -22% | -$28.5K | 0.02% | 237 |
|
|
2022
Q4 | $110K | Hold |
915
| – | – | 0.02% | 220 |
|
|
2022
Q3 | $109K | Buy |
915
+379
| +71% | +$45.1K | 0.02% | 209 |
|
|
2022
Q2 | $67K | Buy |
+536
| New | +$67K | 0.01% | 220 |
|