Level Four Advisory Services’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 | $686K | Buy |
2,780
+2
| +0.1% | +$493 | 0.03% | 457 |
|
|
2025
Q1 | $586K | Buy |
2,778
+4
| +0.1% | +$844 | 0.02% | 463 |
|
|
2024
Q4 | $653K | Sell |
2,774
-124
| -4% | -$29.2K | 0.03% | 439 |
|
|
2024
Q3 | $634K | Sell |
2,898
-307
| -10% | -$67.1K | 0.03% | 455 |
|
|
2024
Q2 | $688K | Sell |
3,205
-2,679
| -46% | -$575K | 0.03% | 414 |
|
|
2024
Q1 | $1.03M | Hold |
5,884
| – | – | 0.06% | 295 |
|
|
2023
Q4 | $1.03M | Sell |
5,884
-1,498
| -20% | -$262K | 0.06% | 292 |
|
|
2023
Q3 | $1.14M | Buy |
7,382
+366
| +5% | +$56.3K | 0.07% | 265 |
|
|
2023
Q2 | $1.11M | Buy |
7,016
+4,118
| +142% | +$653K | 0.07% | 269 |
|
|
2023
Q1 | $403K | Sell |
2,898
-2,519
| -47% | -$350K | 0.03% | 494 |
|
|
2022
Q4 | $653K | Buy |
+5,417
| New | +$653K | 0.05% | 341 |
|