Keel Point’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 | $2.79M | Sell |
11,323
-1,622
| -13% | -$400K | 0.18% | 87 |
|
|
2025
Q1 | $2.73M | Buy |
12,945
+1,807
| +16% | +$381K | 0.21% | 86 |
|
|
2024
Q4 | $2.62M | Buy |
11,138
+24
| +0.2% | +$5.65K | 0.21% | 83 |
|
|
2024
Q3 | $2.45M | Buy |
11,114
+5
| +0% | +$1.1K | 0.2% | 84 |
|
|
2024
Q2 | $2.31M | Buy |
11,109
+2,801
| +34% | +$583K | 0.21% | 82 |
|
|
2024
Q1 | $1.62M | Buy |
8,308
+5,341
| +180% | +$1.04M | 0.17% | 94 |
|
|
2023
Q4 | $520K | Buy |
2,967
+12
| +0.4% | +$2.1K | 0.06% | 170 |
|
|
2023
Q3 | $455K | Hold |
2,955
| – | – | 0.06% | 170 |
|
|
2023
Q2 | $469K | Buy |
2,955
+4
| +0.1% | +$634 | 0.06% | 169 |
|
|
2023
Q1 | $410K | Buy |
2,951
+6
| +0.2% | +$833 | 0.06% | 185 |
|
|
2022
Q4 | $355K | Sell |
2,945
-46
| -2% | -$5.54K | 0.06% | 192 |
|
|
2022
Q3 | $357K | Buy |
2,991
+8
| +0.3% | +$955 | 0.06% | 174 |
|
|
2022
Q2 | $429K | Sell |
2,983
-1,948
| -40% | -$280K | 0.07% | 158 |
|
|
2022
Q1 | $783K | Sell |
4,931
-610
| -11% | -$96.9K | 0.12% | 114 |
|
|
2021
Q4 | $961K | Buy |
5,541
+233
| +4% | +$40.4K | 0.11% | 100 |
|
|
2021
Q3 | $810K | Buy |
5,308
+2,330
| +78% | +$356K | 0.1% | 115 |
|
|
2021
Q2 | $448K | Sell |
2,978
-139
| -4% | -$20.9K | 0.05% | 157 |
|
|
2021
Q1 | $419K | Buy |
+3,117
| New | +$419K | 0.04% | 162 |
|