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