Instrumental Wealth’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 | $393K | Buy |
1,574
+56
| +4% | +$14K | 0.31% | 36 |
|
|
2025
Q1 | $323K | Buy |
1,518
+119
| +9% | +$25.3K | 0.29% | 40 |
|
|
2024
Q4 | $331K | Sell |
1,399
-647
| -32% | -$153K | 0.31% | 35 |
|
|
2024
Q3 | $459K | Buy |
2,046
+13
| +0.6% | +$2.91K | 0.45% | 24 |
|
|
2024
Q2 | $417K | Buy |
2,033
+690
| +51% | +$142K | 0.43% | 25 |
|
|
2024
Q1 | $273K | Buy |
1,343
+248
| +23% | +$50.5K | 0.12% | 35 |
|
|
2023
Q4 | $201K | Buy |
+1,095
| New | +$201K | 0.22% | 37 |
|