Kelly Financial Services’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 | $343K | Sell |
1,391
-3
| -0.2% | -$739 | 0.1% | 77 |
|
|
2025
Q1 | $294K | Sell |
1,394
-6,433
| -82% | -$1.36M | 0.1% | 85 |
|
|
2024
Q4 | $1.84M | Buy |
+7,827
| New | +$1.84M | 0.66% | 31 |
|
|
2024
Q3 | – | Sell |
-5,573
| Closed | -$1.2M | – | 437 |
|
|
2024
Q2 | $1.2M | Buy |
5,573
+1,239
| +29% | +$266K | 0.43% | 39 |
|
|
2024
Q1 | $845K | Buy |
4,334
+552
| +15% | +$108K | 0.32% | 46 |
|
|
2023
Q4 | $663K | Buy |
+3,782
| New | +$663K | 0.27% | 48 |
|
|
2023
Q3 | – | Sell |
-5,955
| Closed | -$944K | – | 766 |
|
|
2023
Q2 | $944K | Buy |
5,955
+817
| +16% | +$130K | 0.45% | 32 |
|
|
2023
Q1 | $714K | Buy |
+5,138
| New | +$714K | 0.36% | 34 |
|