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Halpern Financial’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Halpern Financial’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-30
Closed -$3.99K – 270
2020
Q4 		$3.99K Sell
30
-20
-40% -$2.66K ﹤0.01% 169
2020
Q3 		$6.07K Sell
50
-50
-50% -$6.07K ﹤0.01% 142
2020
Q2 		$10.7K Sell
100
-230
-70% -$24.5K 0.01% 95
2020
Q1 		$27.8K Buy
+330
New +$27.8K 0.03% 56