Heritage Trust’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 | $468K | Sell |
1,900
-30
| -2% | -$7.4K | 0.05% | 216 |
|
|
2025
Q1 | $407K | Sell |
1,930
-12
| -0.6% | -$2.53K | 0.05% | 228 |
|
|
2024
Q4 | $457K | Buy |
+1,942
| New | +$457K | 0.05% | 213 |
|
|
2024
Q2 | $456K | Sell |
2,126
-282
| -12% | -$60.5K | 0.06% | 195 |
|
|
2024
Q1 | $470K | Hold |
2,408
| – | – | 0.06% | 193 |
|
|
2023
Q4 | $422K | Buy |
+2,408
| New | +$422K | 0.06% | 206 |
|