Key Financial Inc’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 | $148K | Hold |
602
| – | – | 0.03% | 322 |
|
2025
Q1 | $127K | Hold |
602
| – | – | 0.03% | 322 |
|
2024
Q4 | $142K | Hold |
602
| – | – | 0.03% | 304 |
|
2024
Q3 | $132K | Hold |
602
| – | – | 0.03% | 303 |
|
2024
Q2 | $129K | Hold |
602
| – | – | 0.03% | 294 |
|
2024
Q1 | $117K | Hold |
602
| – | – | 0.03% | 292 |
|
2023
Q4 | $105K | Hold |
602
| – | – | 0.03% | 300 |
|
2023
Q3 | $92.6K | Sell |
602
-223
| -27% | -$34.3K | 0.03% | 313 |
|
2023
Q2 | $131K | Hold |
825
| – | – | 0.04% | 252 |
|
2023
Q1 | $115K | Buy |
+825
| New | +$115K | 0.04% | 262 |
|