Mezzasalma Advisors’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 | $4.91M | Buy |
19,906
+264
| +1% | +$65.1K | 1.47% | 15 |
|
|
2025
Q1 | $4.14M | Buy |
19,642
+394
| +2% | +$83.1K | 1.43% | 17 |
|
|
2024
Q4 | $4.53M | Sell |
19,248
-355
| -2% | -$83.5K | 1.46% | 16 |
|
|
2024
Q3 | $4.31M | Buy |
19,603
+53
| +0.3% | +$11.7K | 1.7% | 15 |
|
|
2024
Q2 | $4.19M | Buy |
19,550
+3,906
| +25% | +$838K | 1.8% | 14 |
|
|
2024
Q1 | $3.05M | Buy |
15,644
+3,030
| +24% | +$591K | 1.44% | 16 |
|
|
2023
Q4 | $2.21M | Buy |
12,614
+603
| +5% | +$106K | 1.21% | 17 |
|
|
2023
Q3 | $1.85M | Buy |
12,011
+179
| +2% | +$27.5K | 1.14% | 21 |
|
|
2023
Q2 | $1.88M | Buy |
11,832
+3,118
| +36% | +$494K | 1.14% | 20 |
|
|
2023
Q1 | $1.21M | Buy |
8,714
+27
| +0.3% | +$3.75K | 0.86% | 26 |
|
|
2022
Q4 | $1.05M | Sell |
8,687
-210
| -2% | -$25.3K | 0.91% | 25 |
|
|
2022
Q3 | $1.06M | Buy |
8,897
+1,397
| +19% | +$167K | 0.84% | 23 |
|
|
2022
Q2 | $939K | Sell |
7,500
-69
| -0.9% | -$8.64K | 0.79% | 26 |
|
|
2022
Q1 | $1.2M | Buy |
7,569
+1,953
| +35% | +$310K | 0.75% | 26 |
|
|
2021
Q4 | $974K | Buy |
5,616
+72
| +1% | +$12.5K | 0.52% | 37 |
|
|
2021
Q3 | $846K | Sell |
5,544
-49
| -0.9% | -$7.48K | 0.48% | 39 |
|
|
2021
Q2 | $842K | Sell |
5,593
-5
| -0.1% | -$753 | 0.46% | 40 |
|
|
2021
Q1 | $753K | Sell |
5,598
-21
| -0.4% | -$2.83K | 0.48% | 39 |
|
|
2020
Q4 | $748K | Buy |
+5,619
| New | +$748K | 0.48% | 40 |
|