McKinley Carter Wealth Services’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 | $499K | Sell |
2,023
-73
| -3% | -$18K | 0.03% | 216 |
|
|
2025
Q1 | $442K | Sell |
2,096
-229
| -10% | -$48.3K | 0.03% | 217 |
|
|
2024
Q4 | $547K | Hold |
2,325
| – | – | 0.03% | 193 |
|
|
2024
Q3 | $512K | Sell |
2,325
-115
| -5% | -$25.3K | 0.03% | 205 |
|
|
2024
Q2 | $523K | Hold |
2,440
| – | – | 0.03% | 203 |
|
|
2024
Q1 | $476K | Sell |
2,440
-434
| -15% | -$84.7K | 0.03% | 210 |
|
|
2023
Q4 | $504K | Hold |
2,874
| – | – | 0.04% | 198 |
|
|
2023
Q3 | $442K | Buy |
2,874
+8
| +0.3% | +$1.23K | 0.04% | 211 |
|
|
2023
Q2 | $454K | Hold |
2,866
| – | – | 0.03% | 216 |
|
|
2023
Q1 | $398K | Hold |
2,866
| – | – | 0.03% | 226 |
|
|
2022
Q4 | $345K | Buy |
2,866
+121
| +4% | +$14.6K | 0.03% | 234 |
|
|
2022
Q3 | $328K | Sell |
2,745
-1,641
| -37% | -$196K | 0.03% | 229 |
|
|
2022
Q2 | $549K | Sell |
4,386
-180
| -4% | -$22.5K | 0.05% | 183 |
|
|
2022
Q1 | $725K | Hold |
4,566
| – | – | 0.06% | 169 |
|
|
2021
Q4 | $792K | Buy |
4,566
+606
| +15% | +$105K | 0.06% | 161 |
|
|
2021
Q3 | $605K | Buy |
3,960
+474
| +14% | +$72.4K | 0.05% | 172 |
|
|
2021
Q2 | $525K | Sell |
3,486
-10
| -0.3% | -$1.51K | 0.04% | 181 |
|
|
2021
Q1 | $470K | Buy |
3,496
+80
| +2% | +$10.8K | 0.04% | 191 |
|
|
2020
Q4 | $454K | Buy |
+3,416
| New | +$454K | 0.06% | 172 |
|