MWM
Maripau Wealth Management’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 | $500K | Sell |
2,027
-92
| -4% | -$22.7K | 0.25% | 88 |
|
|
2025
Q1 | $447K | Sell |
2,119
-90
| -4% | -$19K | 0.26% | 84 |
|
|
2024
Q4 | $520K | Buy |
+2,209
| New | +$520K | 0.31% | 72 |
|
|
2024
Q3 | – | Sell |
-3,018
| Closed | -$647K | – | 92 |
|
|
2024
Q2 | $647K | Sell |
3,018
-787
| -21% | -$169K | 0.44% | 52 |
|
|
2024
Q1 | $742K | Sell |
3,805
-465
| -11% | -$90.7K | 0.56% | 45 |
|
|
2023
Q4 | $748K | Sell |
4,270
-467
| -10% | -$81.8K | 0.65% | 36 |
|
|
2023
Q3 | $729K | Sell |
4,737
-921
| -16% | -$142K | 0.67% | 34 |
|
|
2023
Q2 | $897K | Sell |
5,658
-547
| -9% | -$86.7K | 0.8% | 30 |
|
|
2023
Q1 | $862K | Sell |
6,205
-445
| -7% | -$61.8K | 0.9% | 26 |
|
|
2022
Q4 | $818K | Sell |
6,650
-318
| -5% | -$39.1K | 0.85% | 28 |
|
|
2022
Q3 | $878K | Sell |
6,968
-1,658
| -19% | -$209K | 0.95% | 27 |
|
|
2022
Q2 | $1.21M | Sell |
8,626
-966
| -10% | -$135K | 1.3% | 19 |
|
|
2022
Q1 | $1.4M | Sell |
9,592
-1,258
| -12% | -$183K | 1.26% | 18 |
|
|
2021
Q4 | $1.71M | Buy |
+10,850
| New | +$1.71M | 1.62% | 16 |
|