KPWS
Kestra Private Wealth Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.1M | Buy |
162,540
+7,708
| +5% | +$1.9M | 0.58% | 27 |
|
|
2025
Q1 | $32.7M | Buy |
154,832
+2,397
| +2% | +$506K | 0.54% | 32 |
|
|
2024
Q4 | $35.9M | Buy |
152,435
+3,552
| +2% | +$836K | 0.61% | 27 |
|
|
2024
Q3 | $32.8M | Sell |
148,883
-361
| -0.2% | -$79.4K | 0.6% | 26 |
|
|
2024
Q2 | $32M | Buy |
149,244
+18,406
| +14% | +$3.95M | 0.64% | 25 |
|
|
2024
Q1 | $25.5M | Buy |
130,838
+49,137
| +60% | +$9.59M | 0.58% | 28 |
|
|
2023
Q4 | $14.3M | Buy |
81,701
+7,265
| +10% | +$1.27M | 0.37% | 63 |
|
|
2023
Q3 | $11.5M | Buy |
74,436
+3,417
| +5% | +$526K | 0.36% | 62 |
|
|
2023
Q2 | $11.3M | Buy |
71,019
+3,377
| +5% | +$535K | 0.39% | 57 |
|
|
2023
Q1 | $9.4M | Buy |
67,642
+26,859
| +66% | +$3.73M | 0.37% | 67 |
|
|
2022
Q4 | $4.92M | Buy |
40,783
+10,945
| +37% | +$1.32M | 0.25% | 108 |
|
|
2022
Q3 | $3.57M | Buy |
29,838
+5,892
| +25% | +$704K | 0.21% | 119 |
|
|
2022
Q2 | $3M | Buy |
23,946
+11,293
| +89% | +$1.41M | 0.17% | 145 |
|
|
2022
Q1 | $2.01M | Sell |
12,653
-702
| -5% | -$112K | 0.1% | 220 |
|
|
2021
Q4 | $2.32M | Buy |
13,355
+10,765
| +416% | +$1.87M | 0.11% | 194 |
|
|
2021
Q3 | $395K | Buy |
+2,590
| New | +$395K | 0.02% | 607 |
|