Lloyd Advisory Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Buy |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $2.86M | Sell |
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|
2024
Q2 | $3.17M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.76M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $509K | Sell |
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|
2022
Q1 | $819K | Sell |
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|
2021
Q4 | $1.55M | Buy |
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|
2021
Q3 | $1.17M | Sell |
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|
2021
Q2 | $4.73M | Buy |
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|
2021
Q1 | $773K | Sell |
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|
2020
Q4 | $793K | Sell |
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|
2020
Q3 | $801K | Sell |
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|
2020
Q2 | $2.12M | Buy |
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|
2020
Q1 | $599K | Buy |
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|
2019
Q4 | $570K | Buy |
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