HGWM
Horst & Graben Wealth Management’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 | $14.8M | Sell |
59,889
-7,589
| -11% | -$1.87M | 2.44% | 13 |
|
|
2025
Q1 | $14.2M | Sell |
67,478
-8,975
| -12% | -$1.89M | 2.55% | 11 |
|
|
2024
Q4 | $18M | Sell |
76,453
-3,962
| -5% | -$932K | 3.2% | 10 |
|
|
2024
Q3 | $17.7M | Sell |
80,415
-9,704
| -11% | -$2.14M | 3.18% | 11 |
|
|
2024
Q2 | $19.3M | Buy |
90,119
+521
| +0.6% | +$112K | 3.69% | 9 |
|
|
2024
Q1 | $17.5M | Sell |
89,598
-19,614
| -18% | -$3.83M | 3.56% | 8 |
|
|
2023
Q4 | $19.1M | Buy |
109,212
+7,952
| +8% | +$1.39M | 4.2% | 8 |
|
|
2023
Q3 | $15.6M | Buy |
101,260
+571
| +0.6% | +$87.8K | 3.83% | 9 |
|
|
2023
Q2 | $16M | Sell |
100,689
-3,304
| -3% | -$524K | 3.81% | 8 |
|
|
2023
Q1 | $14.4M | Sell |
103,993
-4,901
| -5% | -$681K | 3.58% | 8 |
|
|
2022
Q4 | $13.1M | Sell |
108,894
-3,536
| -3% | -$426K | 3.43% | 9 |
|
|
2022
Q3 | $13.4M | Sell |
112,430
-4,433
| -4% | -$530K | 3.81% | 7 |
|
|
2022
Q2 | $14.6M | Buy |
116,863
+9,746
| +9% | +$1.22M | 3.97% | 8 |
|
|
2022
Q1 | $17M | Sell |
107,117
-13,975
| -12% | -$2.22M | 4.16% | 8 |
|
|
2021
Q4 | $21M | Sell |
121,092
-14,538
| -11% | -$2.52M | 5.25% | 3 |
|
|
2021
Q3 | $20.7M | Sell |
135,630
-8,264
| -6% | -$1.26M | 5.71% | 4 |
|
|
2021
Q2 | $21.7M | Sell |
143,894
-58,284
| -29% | -$8.78M | 6.05% | 4 |
|
|
2021
Q1 | $27.2M | Sell |
202,178
-35,874
| -15% | -$4.83M | 8.56% | 2 |
|
|
2020
Q4 | $31.7M | Sell |
238,052
-16,900
| -7% | -$2.25M | 10.92% | 2 |
|
|
2020
Q3 | $30.9M | Sell |
254,952
-34,338
| -12% | -$4.17M | 12.01% | 2 |
|
|
2020
Q2 | $30.8M | Sell |
289,290
-13,888
| -5% | -$1.48M | 13.54% | 2 |
|
|
2020
Q1 | $25.5M | Buy |
+303,178
| New | +$25.5M | 13.43% | 2 |
|