Key Client Fiduciary Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $760K | Buy |
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|
2025
Q2 | $652K | Buy |
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|
2025
Q1 | $535K | Sell |
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|
2024
Q4 | $603K | Buy |
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|
2024
Q3 | $564K | Buy |
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|
2024
Q2 | $549K | Buy |
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|
2024
Q1 | $499K | Buy |
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|
2023
Q4 | $423K | Sell |
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|
2023
Q3 | $434K | Buy |
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|
2023
Q2 | $443K | Buy |
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|
2023
Q1 | $370K | Buy |
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|
2022
Q4 | $311K | Sell |
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|
2022
Q3 | $410K | Sell |
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|
2022
Q2 | $447K | Sell |
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|
2022
Q1 | $630K | Sell |
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|
2021
Q4 | $701K | Buy |
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