Hefty Wealth Partners’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
2016
Q2
Sell
-19,385
Closed -$1.04M 225
2016
Q1
$1.04M Buy
19,385
+12,671
+189% +$680K 0.97% 37
2015
Q4
$359K Buy
+6,714
New +$359K 0.34% 79