KPW
Kore Private Wealth’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $941K | Buy |
7,879
+1
| +0% | +$119 | 0.17% | 80 |
|
|
2022
Q2 | $987K | Buy |
7,878
+2,876
| +57% | +$360K | 0.15% | 103 |
|
|
2022
Q1 | $795K | Sell |
5,002
-54
| -1% | -$8.58K | 0.1% | 138 |
|
|
2021
Q4 | $876K | Buy |
5,056
+76
| +2% | +$13.2K | 0.11% | 127 |
|
|
2021
Q3 | $760K | Hold |
4,980
| – | – | 0.08% | 183 |
|
|
2021
Q2 | $750K | Buy |
4,980
+326
| +7% | +$49.1K | 0.08% | 174 |
|
|
2021
Q1 | $626K | Sell |
4,654
-4,760
| -51% | -$640K | 0.08% | 167 |
|
|
2020
Q4 | $1.25M | Buy |
9,414
+1,420
| +18% | +$189K | 0.19% | 83 |
|
|
2020
Q3 | $970K | Buy |
7,994
+1,210
| +18% | +$147K | 0.19% | 86 |
|
|
2020
Q2 | $723K | Buy |
6,784
+2,231
| +49% | +$238K | 0.15% | 102 |
|
|
2020
Q1 | $383K | Buy |
+4,553
| New | +$383K | 0.09% | 138 |
|