Kohmann Bosshard Financial 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 | $890K | Hold |
3,610
| – | – | 0.1% | 86 |
|
|
2025
Q1 | $761K | Hold |
3,610
| – | – | 0.09% | 98 |
|
|
2024
Q4 | $849K | Buy |
3,610
+180
| +5% | +$42.3K | 0.1% | 84 |
|
|
2024
Q3 | $755K | Hold |
3,430
| – | – | 0.09% | 92 |
|
|
2024
Q2 | $736K | Hold |
3,430
| – | – | 0.1% | 90 |
|
|
2024
Q1 | $669K | Hold |
3,430
| – | – | 0.09% | 95 |
|
|
2023
Q4 | $601K | Hold |
3,430
| – | – | 0.09% | 96 |
|
|
2023
Q3 | $528K | Hold |
3,430
| – | – | 0.09% | 98 |
|
|
2023
Q2 | $544K | Hold |
3,430
| – | – | 0.09% | 94 |
|
|
2023
Q1 | $477K | Hold |
3,430
| – | – | 0.09% | 90 |
|
|
2022
Q4 | $413K | Hold |
3,430
| – | – | 0.08% | 98 |
|
|
2022
Q3 | $410K | Hold |
3,430
| – | – | 0.09% | 83 |
|
|
2022
Q2 | $430K | Hold |
3,430
| – | – | 0.1% | 83 |
|
|
2022
Q1 | $545K | Buy |
+3,430
| New | +$545K | 0.11% | 71 |
|