JSF Financial’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 | $18.3M | Buy |
74,342
+5,467
| +8% | +$1.35M | 4.36% | 6 |
|
|
2025
Q1 | $14.5M | Buy |
68,875
+20,343
| +42% | +$4.29M | 3.83% | 7 |
|
|
2024
Q4 | $11.4M | Sell |
48,532
-293
| -0.6% | -$68.9K | 3.05% | 8 |
|
|
2024
Q3 | $10.7M | Sell |
48,825
-598
| -1% | -$132K | 3.13% | 8 |
|
|
2024
Q2 | $10.6M | Buy |
49,423
+2,437
| +5% | +$523K | 3.25% | 9 |
|
|
2024
Q1 | $9.17M | Buy |
46,986
+6,488
| +16% | +$1.27M | 2.87% | 9 |
|
|
2023
Q4 | $7.1M | Buy |
40,498
+838
| +2% | +$147K | 2.46% | 9 |
|
|
2023
Q3 | $6.1M | Buy |
39,660
+12,737
| +47% | +$1.96M | 2.36% | 9 |
|
|
2023
Q2 | $4.27M | Buy |
26,923
+351
| +1% | +$55.7K | 1.51% | 18 |
|
|
2023
Q1 | $3.69M | Buy |
26,572
+2,531
| +11% | +$352K | 1.38% | 21 |
|
|
2022
Q4 | $2.9M | Buy |
24,041
+2,523
| +12% | +$304K | 1.08% | 23 |
|
|
2022
Q3 | $2.57M | Buy |
21,518
+3,852
| +22% | +$460K | 0.98% | 27 |
|
|
2022
Q2 | $2.21M | Sell |
17,666
-1,365
| -7% | -$171K | 1% | 24 |
|
|
2022
Q1 | $3.02M | Buy |
19,031
+16,530
| +661% | +$2.63M | 1.29% | 19 |
|
|
2021
Q4 | $434K | Buy |
2,501
+874
| +54% | +$152K | 0.21% | 58 |
|
|
2021
Q3 | $248K | Buy |
+1,627
| New | +$248K | 0.12% | 96 |
|
|
2019
Q1 | – | Sell |
-2,815
| Closed | -$202K | – | 63 |
|
|
2018
Q4 | $202K | Buy |
+2,815
| New | +$202K | 0.21% | 54 |
|