Jacobi Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-220
| Closed | -$34K | – | 864 |
|
|
2021
Q3 | $34K | Hold |
220
| – | – | ﹤0.01% | 743 |
|
|
2021
Q2 | $33K | Buy |
220
+50
| +29% | +$7.5K | ﹤0.01% | 726 |
|
|
2021
Q1 | $23K | Sell |
170
-50
| -23% | -$6.77K | ﹤0.01% | 752 |
|
|
2020
Q4 | $29K | Hold |
220
| – | – | ﹤0.01% | 654 |
|
|
2020
Q3 | $27K | Buy |
+220
| New | +$27K | ﹤0.01% | 604 |
|