Leeward Financial Partners’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
Q2 | – | Sell |
-1,504
| Closed | -$293K | – | 91 |
|
2024
Q1 | $293K | Hold |
1,504
| – | – | 0.12% | 73 |
|
2023
Q4 | $264K | Hold |
1,504
| – | – | 0.13% | 75 |
|
2023
Q3 | $231K | Hold |
1,504
| – | – | 0.13% | 73 |
|
2023
Q2 | $238K | Hold |
1,504
| – | – | 0.14% | 76 |
|
2023
Q1 | $209K | Buy |
+1,504
| New | +$209K | 0.13% | 71 |
|