LifePlan Investment Advisors’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 | $361K | Sell |
1,465
-174
| -11% | -$42.9K | 0.18% | 83 |
|
|
2025
Q1 | $346K | Sell |
1,639
-80
| -5% | -$16.9K | 0.2% | 75 |
|
|
2024
Q4 | $404K | Sell |
1,719
-29
| -2% | -$6.82K | 0.25% | 69 |
|
|
2024
Q3 | $385K | Buy |
1,748
+2
| +0.1% | +$440 | 0.25% | 65 |
|
|
2024
Q2 | $375K | Buy |
1,746
+4
| +0.2% | +$858 | 0.27% | 63 |
|
|
2024
Q1 | $340K | Buy |
1,742
+271
| +18% | +$52.9K | 0.27% | 61 |
|
|
2023
Q4 | $258K | Buy |
+1,471
| New | +$258K | 0.24% | 61 |
|