HIA
Harbor Investment Advisory’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.85M | Buy |
31,854
+4,852
| +18% | +$1.2M | 0.7% | 25 |
|
|
2025
Q1 | $5.7M | Buy |
27,002
+1,528
| +6% | +$322K | 0.55% | 30 |
|
|
2024
Q4 | $5.99M | Sell |
25,474
-260
| -1% | -$61.2K | 0.56% | 30 |
|
|
2024
Q3 | $5.66M | Hold |
25,734
| – | – | 0.56% | 31 |
|
|
2024
Q2 | $5.52M | Sell |
25,734
-7,511
| -23% | -$1.61M | 0.58% | 29 |
|
|
2024
Q1 | $6.49M | Buy |
33,245
+126
| +0.4% | +$24.6K | 0.68% | 24 |
|
|
2023
Q4 | $5.8M | Hold |
33,119
| – | – | 0.67% | 24 |
|
|
2023
Q3 | $5.09M | Sell |
33,119
-1,934
| -6% | -$298K | 0.67% | 25 |
|
|
2023
Q2 | $5.56M | Hold |
35,053
| – | – | 0.77% | 23 |
|
|
2023
Q1 | $4.87M | Sell |
35,053
-4
| -0% | -$556 | 0.73% | 25 |
|
|
2022
Q4 | $4.23M | Buy |
35,057
+4,001
| +13% | +$482K | 0.66% | 31 |
|
|
2022
Q3 | $3.71M | Hold |
31,056
| – | – | 0.61% | 32 |
|
|
2022
Q2 | $3.89M | Buy |
31,056
+1,390
| +5% | +$174K | 0.62% | 28 |
|
|
2022
Q1 | $4.71M | Sell |
29,666
-436
| -1% | -$69.3K | 0.62% | 29 |
|
|
2021
Q4 | $5.22M | Buy |
30,102
+210
| +0.7% | +$36.4K | 0.66% | 31 |
|
|
2021
Q3 | $4.56M | Sell |
29,892
-5,627
| -16% | -$859K | 0.62% | 33 |
|
|
2021
Q2 | $5.35M | Sell |
35,519
-102
| -0.3% | -$15.4K | 0.72% | 26 |
|
|
2021
Q1 | $4.79M | Sell |
35,621
-1,801
| -5% | -$242K | 0.72% | 26 |
|
|
2020
Q4 | $4.98M | Buy |
37,422
+197
| +0.5% | +$26.2K | 0.8% | 22 |
|
|
2020
Q3 | $4.52M | Hold |
37,225
| – | – | 0.86% | 20 |
|
|
2020
Q2 | $3.97M | Buy |
37,225
+1,896
| +5% | +$202K | 0.84% | 23 |
|
|
2020
Q1 | $2.98M | Buy |
35,329
+7,882
| +29% | +$664K | 0.8% | 25 |
|
|
2019
Q4 | $2.65M | Buy |
+27,447
| New | +$2.65M | 0.61% | 34 |
|