Journey Strategic 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 | $8.04M | Sell |
32,605
-468
| -1% | -$115K | 0.26% | 33 |
|
|
2025
Q1 | $6.98M | Sell |
33,073
-1,562
| -5% | -$329K | 0.24% | 33 |
|
|
2024
Q4 | $8.15M | Sell |
34,635
-253
| -0.7% | -$59.5K | 0.3% | 24 |
|
|
2024
Q3 | $7.68M | Sell |
34,888
-517
| -1% | -$114K | 0.28% | 22 |
|
|
2024
Q2 | $7.6M | Sell |
35,405
-476
| -1% | -$102K | 0.32% | 19 |
|
|
2024
Q1 | $7M | Sell |
35,881
-273
| -0.8% | -$53.3K | 0.31% | 18 |
|
|
2023
Q4 | $6.33M | Sell |
36,154
-926
| -2% | -$162K | 0.3% | 17 |
|
|
2023
Q3 | $5.7M | Sell |
37,080
-550
| -1% | -$84.6K | 0.27% | 17 |
|
|
2023
Q2 | $5.97M | Sell |
37,630
-914
| -2% | -$145K | 0.27% | 18 |
|
|
2023
Q1 | $5.35M | Sell |
38,544
-3,006
| -7% | -$418K | 0.56% | 18 |
|
|
2022
Q4 | $5.01M | Sell |
41,550
-11,571
| -22% | -$1.39M | 0.59% | 16 |
|
|
2022
Q3 | $6.35M | Sell |
53,121
-278
| -0.5% | -$33.2K | 0.86% | 10 |
|
|
2022
Q2 | $6.69M | Buy |
+53,399
| New | +$6.69M | 0.9% | 10 |
|
|
2022
Q1 | – | Sell |
-33,037
| Closed | -$5.73M | – | 214 |
|
|
2021
Q4 | $5.73M | Buy |
+33,037
| New | +$5.73M | 0.6% | 16 |
|