IFP Advisors’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 | $7.25M | Buy |
29,427
+1,290
| +5% | +$318K | 0.21% | 96 |
|
|
2025
Q1 | $5.94M | Sell |
28,137
-1,449
| -5% | -$306K | 0.18% | 114 |
|
|
2024
Q4 | $6.96M | Sell |
29,586
-1,524
| -5% | -$359K | 0.23% | 87 |
|
|
2024
Q3 | $6.85M | Buy |
31,110
+624
| +2% | +$137K | 0.25% | 85 |
|
|
2024
Q2 | $6.54M | Sell |
30,486
-18,209
| -37% | -$3.91M | 0.26% | 81 |
|
|
2024
Q1 | $9.5M | Sell |
48,695
-206
| -0.4% | -$40.2K | 0.42% | 52 |
|
|
2023
Q4 | $8.57M | Sell |
48,901
-10,127
| -17% | -$1.78M | 0.4% | 55 |
|
|
2023
Q3 | $9.08M | Buy |
59,028
+6,310
| +12% | +$971K | 0.41% | 55 |
|
|
2023
Q2 | $8.36M | Sell |
52,718
-152
| -0.3% | -$24.1K | 0.35% | 56 |
|
|
2023
Q1 | $4.15M | Buy |
52,870
+8,189
| +18% | +$642K | 0.18% | 111 |
|
|
2022
Q4 | $3.5M | Buy |
44,681
+826
| +2% | +$64.8K | 0.09% | 216 |
|
|
2022
Q3 | $3.44M | Sell |
43,855
-1
| -0% | -$78 | 0.09% | 244 |
|
|
2022
Q2 | $3.44M | Hold |
43,856
| – | – | 0.11% | 214 |
|
|
2022
Q1 | $3.44M | Buy |
43,856
+15,862
| +57% | +$1.24M | 0.11% | 214 |
|
|
2021
Q4 | $4.85M | Buy |
27,994
+1,105
| +4% | +$192K | 0.09% | 117 |
|
|
2021
Q3 | $4.1M | Sell |
26,889
-140
| -0.5% | -$21.4K | 0.08% | 140 |
|
|
2021
Q2 | $4.07M | Buy |
27,029
+389
| +1% | +$58.6K | 0.08% | 139 |
|
|
2021
Q1 | $3.58M | Buy |
26,640
+1,423
| +6% | +$191K | 0.07% | 137 |
|
|
2020
Q4 | $3.35M | Sell |
25,217
-216
| -0.8% | -$28.7K | 0.14% | 125 |
|
|
2020
Q3 | $3.08M | Buy |
25,433
+24
| +0.1% | +$2.91K | 0.18% | 112 |
|
|
2020
Q2 | $2.66M | Sell |
25,409
-2,028
| -7% | -$212K | 0.21% | 99 |
|
|
2020
Q1 | $2.34M | Sell |
27,437
-1,612
| -6% | -$137K | 0.24% | 96 |
|
|
2019
Q4 | $2.82M | Buy |
29,049
+1,778
| +7% | +$173K | 0.21% | 110 |
|
|
2019
Q3 | $2.36M | Buy |
+27,271
| New | +$2.36M | 0.16% | 148 |
|
|
2019
Q1 | $783K | Sell |
9,498
-11,837
| -55% | -$976K | 0.11% | 200 |
|
|
2018
Q4 | $1.51M | Buy |
21,335
+605
| +3% | +$42.9K | 0.09% | 239 |
|
|
2018
Q3 | $1.77M | Buy |
20,730
+3,274
| +19% | +$280K | 0.07% | 283 |
|
|
2018
Q2 | $1.37M | Buy |
17,456
+5,419
| +45% | +$424K | 0.06% | 328 |
|
|
2018
Q1 | $880K | Hold |
12,037
| – | – | 0.04% | 430 |
|
|
2017
Q4 | $880K | Buy |
12,037
+4,681
| +64% | +$342K | 0.04% | 429 |
|
|
2017
Q3 | $499K | Buy |
7,356
+1,291
| +21% | +$87.6K | 0.02% | 694 |
|
|
2017
Q2 | $391K | Sell |
6,065
-6,843
| -53% | -$441K | 0.02% | 785 |
|
|
2017
Q1 | $794K | Buy |
12,908
+292
| +2% | +$18K | 0.03% | 495 |
|
|
2016
Q4 | $711K | Buy |
12,616
+372
| +3% | +$21K | 0.03% | 489 |
|
|
2016
Q3 | $684K | Sell |
12,244
-40
| -0.3% | -$2.24K | 0.04% | 466 |
|
|
2016
Q2 | $661K | Buy |
12,284
+2,786
| +29% | +$150K | 0.04% | 458 |
|
|
2016
Q1 | $783K | Sell |
9,498
-2,306
| -20% | -$190K | 0.11% | 200 |
|
|
2015
Q4 | $632K | Buy |
+11,804
| New | +$632K | 0.04% | 426 |
|