Legacy Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.62M | Sell |
30,279
-282
| -0.9% | -$33.7K | 5.99% | 4 |
|
|
2022
Q2 | $3.83M | Buy |
30,561
+15
| +0% | +$1.88K | 5.49% | 3 |
|
|
2022
Q1 | $4.85M | Buy |
30,546
+2,755
| +10% | +$438K | 5.71% | 4 |
|
|
2021
Q4 | $4.82M | Sell |
27,791
-401
| -1% | -$69.5K | 5.5% | 4 |
|
|
2021
Q3 | $4.3M | Buy |
28,192
+169
| +0.6% | +$25.8K | 4.82% | 4 |
|
|
2021
Q2 | $4.22M | Buy |
28,023
+800
| +3% | +$120K | 4.81% | 3 |
|
|
2021
Q1 | $3.66M | Buy |
27,223
+180
| +0.7% | +$24.2K | 4.67% | 3 |
|
|
2020
Q4 | $3.6M | Buy |
27,043
+145
| +0.5% | +$19.3K | 4.62% | 4 |
|
|
2020
Q3 | $3.27M | Sell |
26,898
-1,248
| -4% | -$151K | 3.73% | 4 |
|
|
2020
Q2 | $3M | Sell |
28,146
-373
| -1% | -$39.8K | 3.57% | 6 |
|
|
2020
Q1 | $2.4M | Sell |
28,519
-2,508
| -8% | -$211K | 3.85% | 4 |
|
|
2019
Q4 | $3M | Buy |
+31,027
| New | +$3M | 3.39% | 6 |
|