Life Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Hold |
1,679
| – | – | 0.33% | 47 |
|
|
2025
Q1 | $354K | Hold |
1,679
| – | – | 0.32% | 45 |
|
|
2024
Q4 | $395K | Sell |
1,679
-1
| -0.1% | -$235 | 0.37% | 42 |
|
|
2024
Q3 | $370K | Hold |
1,680
| – | – | 0.33% | 45 |
|
|
2024
Q2 | $360K | Hold |
1,680
| – | – | 0.33% | 46 |
|
|
2024
Q1 | $328K | Buy |
1,680
+1,663
| +9,782% | +$324K | 0.33% | 48 |
|
|
2023
Q4 | $2.98K | Buy |
+17
| New | +$2.98K | ﹤0.01% | 200 |
|