IWM
IHT 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 | $1.83M | Sell |
7,414
-3,788
| -34% | -$934K | 0.05% | 335 |
|
|
2025
Q1 | $2.36M | Buy |
11,202
+2,161
| +24% | +$456K | 0.07% | 253 |
|
|
2024
Q4 | $2.13M | Buy |
9,041
+2,158
| +31% | +$508K | 0.07% | 261 |
|
|
2024
Q3 | $1.51M | Buy |
6,883
+4,223
| +159% | +$929K | 0.04% | 386 |
|
|
2024
Q2 | $571K | Sell |
2,660
-4
| -0.2% | -$858 | 0.02% | 599 |
|
|
2024
Q1 | $520K | Buy |
2,664
+484
| +22% | +$94.4K | 0.02% | 620 |
|
|
2023
Q4 | $382K | Buy |
2,180
+61
| +3% | +$10.7K | 0.02% | 686 |
|
|
2023
Q3 | $326K | Sell |
2,119
-172
| -8% | -$26.5K | 0.02% | 698 |
|
|
2023
Q2 | $363K | Sell |
2,291
-21
| -0.9% | -$3.33K | 0.02% | 652 |
|
|
2023
Q1 | $321K | Sell |
2,312
-355
| -13% | -$49.3K | 0.02% | 673 |
|
|
2022
Q4 | $321K | Buy |
2,667
+6
| +0.2% | +$723 | 0.02% | 631 |
|
|
2022
Q3 | $318K | Buy |
2,661
+31
| +1% | +$3.71K | 0.02% | 599 |
|
|
2022
Q2 | $329K | Buy |
2,630
+4
| +0.2% | +$500 | 0.03% | 501 |
|
|
2022
Q1 | $417K | Sell |
2,626
-297
| -10% | -$47.2K | 0.03% | 463 |
|
|
2021
Q4 | $507K | Sell |
2,923
-421
| -13% | -$73K | 0.04% | 433 |
|
|
2021
Q3 | $511K | Sell |
3,344
-137
| -4% | -$20.9K | 0.04% | 426 |
|
|
2021
Q2 | $524K | Sell |
3,481
-370
| -10% | -$55.7K | 0.03% | 519 |
|
|
2021
Q1 | $518K | Buy |
3,851
+304
| +9% | +$40.9K | 0.04% | 450 |
|
|
2020
Q4 | $472K | Buy |
3,547
+106
| +3% | +$14.1K | 0.04% | 424 |
|
|
2020
Q3 | $418K | Buy |
3,441
+298
| +9% | +$36.2K | 0.04% | 388 |
|
|
2020
Q2 | $335K | Sell |
3,143
-167
| -5% | -$17.8K | 0.05% | 381 |
|
|
2020
Q1 | $279K | Buy |
3,310
+581
| +21% | +$49K | 0.04% | 406 |
|
|
2019
Q4 | $264K | Sell |
2,729
-7,450
| -73% | -$721K | 0.03% | 484 |
|
|
2019
Q3 | $887K | Buy |
10,179
+3,785
| +59% | +$330K | 0.12% | 196 |
|
|
2019
Q2 | $549K | Buy |
6,394
+3,400
| +114% | +$292K | 0.08% | 269 |
|
|
2019
Q1 | $246K | Buy |
+2,994
| New | +$246K | 0.04% | 408 |
|
|
2018
Q2 | – | Sell |
-106
| Closed | -$8K | – | 899 |
|
|
2018
Q1 | $8K | Buy |
106
+1
| +1% | +$75 | ﹤0.01% | 1238 |
|
|
2017
Q4 | $8K | Buy |
+105
| New | +$8K | ﹤0.01% | 1239 |
|