Kingswood Wealth Advisors’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 | – | Sell |
-1,065
| Closed | -$226K | – | 768 |
|
|
2025
Q1 | $226K | Sell |
1,065
-894
| -46% | -$190K | 0.02% | 640 |
|
|
2024
Q4 | $461K | Buy |
+1,959
| New | +$461K | 0.03% | 465 |
|
|
2024
Q2 | – | Sell |
-1,045
| Closed | -$204K | – | 694 |
|
|
2024
Q1 | $204K | Sell |
1,045
-201
| -16% | -$39.2K | 0.02% | 575 |
|
|
2023
Q4 | $218K | Buy |
+1,246
| New | +$218K | 0.02% | 559 |
|