J.W. Cole Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.12M | Buy |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $993K | Buy |
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|
2023
Q4 | $878K | Buy |
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|
2023
Q3 | $769K | Hold |
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|
2023
Q2 | $792K | Sell |
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|
2023
Q1 | $711K | Buy |
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|
2022
Q4 | $616K | Buy |
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|
2022
Q3 | $595K | Buy |
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|
2022
Q2 | $623K | Buy |
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|
2022
Q1 | $768K | Buy |
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|
2021
Q4 | $797K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $275K | Sell |
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|
2021
Q1 | $273K | Buy |
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|
2020
Q4 | $239K | Sell |
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|
2020
Q3 | $234K | Buy |
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