Integrated Wealth Concepts’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 | $928K | Sell |
3,764
-2,386
| -39% | -$588K | 0.01% | 965 |
|
|
2025
Q1 | $1.3M | Sell |
6,150
-431
| -7% | -$90.9K | 0.02% | 715 |
|
|
2024
Q4 | $1.55M | Buy |
6,581
+3,577
| +119% | +$842K | 0.02% | 647 |
|
|
2024
Q3 | $661K | Sell |
3,004
-1,015
| -25% | -$223K | 0.01% | 970 |
|
|
2024
Q2 | $862K | Buy |
4,019
+129
| +3% | +$27.7K | 0.01% | 826 |
|
|
2024
Q1 | $759K | Buy |
3,890
+154
| +4% | +$30K | 0.01% | 875 |
|
|
2023
Q4 | $655K | Buy |
3,736
+699
| +23% | +$122K | 0.01% | 889 |
|
|
2023
Q3 | $467K | Sell |
3,037
-1,220
| -29% | -$188K | 0.01% | 1008 |
|
|
2023
Q2 | $675K | Buy |
4,257
+1,197
| +39% | +$190K | 0.01% | 847 |
|
|
2023
Q1 | $425K | Buy |
+3,060
| New | +$425K | 0.01% | 911 |
|