LAS
Lloyd Advisory Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Buy |
10,498
+5,457
| +108% | +$1.35M | 1.25% | 16 |
|
|
2025
Q1 | $1.06M | Sell |
5,041
-128
| -2% | -$27K | 0.53% | 38 |
|
|
2024
Q4 | $1.22M | Sell |
5,169
-7,807
| -60% | -$1.84M | 0.58% | 39 |
|
|
2024
Q3 | $2.86M | Sell |
12,976
-1,802
| -12% | -$397K | 1.38% | 18 |
|
|
2024
Q2 | $3.17M | Buy |
+14,778
| New | +$3.17M | 1.49% | 16 |
|
|
2024
Q1 | – | Sell |
-15,749
| Closed | -$2.76M | – | 152 |
|
|
2023
Q4 | $2.76M | Buy |
+15,749
| New | +$2.76M | 1.31% | 16 |
|
|
2022
Q3 | – | Sell |
-4,064
| Closed | -$509K | – | 54 |
|
|
2022
Q2 | $509K | Sell |
4,064
-1,094
| -21% | -$137K | 0.4% | 31 |
|
|
2022
Q1 | $819K | Sell |
5,158
-3,786
| -42% | -$601K | 0.38% | 35 |
|
|
2021
Q4 | $1.55M | Buy |
8,944
+1,287
| +17% | +$223K | 0.71% | 27 |
|
|
2021
Q3 | $1.17M | Sell |
7,657
-23,728
| -76% | -$3.62M | 0.6% | 27 |
|
|
2021
Q2 | $4.73M | Buy |
31,385
+25,638
| +446% | +$3.86M | 2.39% | 10 |
|
|
2021
Q1 | $773K | Sell |
5,747
-215
| -4% | -$28.9K | 0.42% | 30 |
|
|
2020
Q4 | $793K | Sell |
5,962
-637
| -10% | -$84.7K | 0.43% | 21 |
|
|
2020
Q3 | $801K | Sell |
6,599
-13,306
| -67% | -$1.62M | 0.49% | 17 |
|
|
2020
Q2 | $2.12M | Buy |
19,905
+12,795
| +180% | +$1.36M | 1.33% | 12 |
|
|
2020
Q1 | $599K | Buy |
7,110
+1,203
| +20% | +$101K | 0.44% | 20 |
|
|
2019
Q4 | $570K | Buy |
+5,907
| New | +$570K | 0.52% | 25 |
|