Kovack 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 |
-51,027
| Closed | -$10.8M | – | 637 |
|
2025
Q1 | $10.8M | Buy |
51,027
+92
| +0.2% | +$19.4K | 1.14% | 13 |
|
2024
Q4 | $12M | Sell |
50,935
-3,504
| -6% | -$824K | 1.18% | 11 |
|
2024
Q3 | $12M | Sell |
54,439
-3,312
| -6% | -$729K | 1.27% | 11 |
|
2024
Q2 | $12.4M | Buy |
+57,751
| New | +$12.4M | 1.36% | 11 |
|
2022
Q2 | – | Sell |
-3,396
| Closed | -$539K | – | 654 |
|
2022
Q1 | $539K | Buy |
+3,396
| New | +$539K | 0.06% | 368 |
|