Larson Financial Group’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 | $841K | Buy |
3,413
+174
| +5% | +$42.9K | 0.03% | 323 |
|
|
2025
Q1 | $683K | Buy |
3,239
+1
| +0% | +$211 | 0.03% | 326 |
|
|
2024
Q4 | $762K | Hold |
3,238
| – | – | 0.04% | 282 |
|
|
2024
Q3 | $713K | Buy |
3,238
+200
| +7% | +$44K | 0.04% | 269 |
|
|
2024
Q2 | $652K | Buy |
3,038
+3,013
| +12,052% | +$646K | 0.04% | 234 |
|
|
2024
Q1 | $4.96K | Buy |
+25
| New | +$4.96K | ﹤0.01% | 1200 |
|
|
2023
Q1 | – | Sell |
-25
| Closed | -$3.03K | – | 1574 |
|
|
2022
Q4 | $3.03K | Hold |
25
| – | – | ﹤0.01% | 1128 |
|
|
2022
Q3 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 1055 |
|
|
2022
Q2 | – | Sell |
-4
| Closed | -$1K | – | 1242 |
|
|
2022
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 972 |
|
|
2021
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 1016 |
|
|
2021
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 833 |
|
|
2021
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 776 |
|