Kestra Advisory 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 | $22.3M | Buy |
90,433
+11,035
| +14% | +$2.72M | 0.11% | 179 |
|
|
2025
Q1 | $16.7M | Sell |
79,398
-11,924
| -13% | -$2.52M | 0.08% | 224 |
|
|
2024
Q4 | $21.5M | Sell |
91,322
-112,411
| -55% | -$26.4M | 0.12% | 162 |
|
|
2024
Q3 | $44.8M | Buy |
203,733
+529
| +0.3% | +$116K | 0.25% | 76 |
|
|
2024
Q2 | $41.8M | Buy |
203,204
+148,046
| +268% | +$30.5M | 0.23% | 77 |
|
|
2024
Q1 | $10.8M | Buy |
55,158
+12,721
| +30% | +$2.48M | 0.07% | 293 |
|
|
2023
Q4 | $7.44M | Buy |
42,437
+361
| +0.9% | +$63.3K | 0.06% | 335 |
|
|
2023
Q3 | $6.47M | Buy |
42,076
+2,827
| +7% | +$435K | 0.06% | 319 |
|
|
2023
Q2 | $6.22M | Buy |
39,249
+2,364
| +6% | +$375K | 0.06% | 322 |
|
|
2023
Q1 | $5.12M | Sell |
36,885
-11,524
| -24% | -$1.6M | 0.06% | 343 |
|
|
2022
Q4 | $5.83M | Buy |
48,409
+295
| +0.6% | +$35.6K | 0.05% | 380 |
|
|
2022
Q3 | $5.75M | Buy |
48,114
+1,738
| +4% | +$208K | 0.06% | 340 |
|
|
2022
Q2 | $5.81M | Buy |
46,376
+22,890
| +97% | +$2.87M | 0.06% | 330 |
|
|
2022
Q1 | $3.73M | Buy |
23,486
+4,428
| +23% | +$703K | 0.04% | 456 |
|
|
2021
Q4 | $3.3M | Sell |
19,058
-14,299
| -43% | -$2.48M | 0.03% | 507 |
|
|
2021
Q3 | $5.09M | Buy |
33,357
+16,644
| +100% | +$2.54M | 0.05% | 384 |
|
|
2021
Q2 | $2.52M | Buy |
16,713
+133
| +0.8% | +$20K | 0.03% | 567 |
|
|
2021
Q1 | $2.23M | Sell |
16,580
-1,937
| -10% | -$261K | 0.03% | 558 |
|
|
2020
Q4 | $2.46M | Buy |
18,517
+4,000
| +28% | +$530K | 0.03% | 531 |
|
|
2020
Q3 | $1.76M | Buy |
+14,517
| New | +$1.76M | 0.03% | 462 |
|