Latitude 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,029
| Closed | -$1.06M | – | 187 |
|
|
2023
Q4 | $1.06M | Buy |
6,029
+203
| +3% | +$35.6K | 0.74% | 28 |
|
|
2023
Q3 | $896K | Sell |
5,826
-469
| -7% | -$72.1K | 0.64% | 30 |
|
|
2023
Q2 | $998K | Sell |
6,295
-123
| -2% | -$19.5K | 0.69% | 26 |
|
|
2023
Q1 | $892K | Buy |
6,418
+807
| +14% | +$112K | 0.64% | 32 |
|
|
2022
Q4 | $676K | Buy |
5,611
+13
| +0.2% | +$1.57K | 0.51% | 36 |
|
|
2022
Q3 | $669K | Buy |
5,598
+15
| +0.3% | +$1.79K | 0.55% | 34 |
|
|
2022
Q2 | $699K | Sell |
5,583
-7,609
| -58% | -$953K | 0.64% | 32 |
|
|
2022
Q1 | $2.1M | Buy |
13,192
+7,061
| +115% | +$1.12M | 0.47% | 36 |
|
|
2021
Q4 | $1.06M | Buy |
+6,131
| New | +$1.06M | 0.3% | 64 |
|