Mason & Associates (California)’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 | $285K | Buy |
1,157
+4
| +0.3% | +$986 | 0.07% | 103 |
|
|
2025
Q1 | $243K | Hold |
1,153
| – | – | 0.06% | 100 |
|
|
2024
Q4 | $271K | Hold |
1,153
| – | – | 0.06% | 93 |
|
|
2024
Q3 | $254K | Buy |
1,153
+26
| +2% | +$5.72K | 0.06% | 99 |
|
|
2024
Q2 | $242K | Hold |
1,127
| – | – | 0.06% | 95 |
|
|
2024
Q1 | $220K | Sell |
1,127
-300
| -21% | -$58.5K | 0.06% | 105 |
|
|
2023
Q4 | $250K | Hold |
1,427
| – | – | 0.07% | 74 |
|
|
2023
Q3 | $220K | Sell |
1,427
-56
| -4% | -$8.61K | 0.07% | 78 |
|
|
2023
Q2 | $235K | Sell |
1,483
-256
| -15% | -$40.6K | 0.07% | 80 |
|
|
2023
Q1 | $242K | Sell |
1,739
-152
| -8% | -$21.1K | 0.07% | 76 |
|
|
2022
Q4 | $228K | Sell |
1,891
-1,052
| -36% | -$127K | 0.07% | 70 |
|
|
2022
Q3 | $352K | Sell |
2,943
-416
| -12% | -$49.8K | 0.12% | 57 |
|
|
2022
Q2 | $421K | Sell |
3,359
-130,867
| -97% | -$16.4M | 0.15% | 55 |
|
|
2022
Q1 | $21.3M | Buy |
134,226
+400
| +0.3% | +$63.5K | 6.52% | 3 |
|
|
2021
Q4 | $23.2M | Buy |
+133,826
| New | +$23.2M | 7.05% | 3 |
|