Iams Wealth Management’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
2024
Q3
Sell
-2,925
Closed -$627K 153
2024
Q2
$627K Buy
+2,925
New +$627K 0.34% 79
2024
Q1
Sell
-3,114
Closed -$546K 122
2023
Q4
$546K Buy
+3,114
New +$546K 0.35% 78