MAWCM
Mine & Arao Wealth Creation & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-195
| Closed | -$38K | – | 226 |
|
|
2024
Q1 | $38K | Hold |
195
| – | – | 0.02% | 157 |
|
|
2023
Q4 | $34.2K | Hold |
195
| – | – | 0.02% | 158 |
|
|
2023
Q3 | $30K | Hold |
195
| – | – | 0.02% | 162 |
|
|
2023
Q2 | $30.9K | Sell |
195
-5
| -3% | -$793 | 0.02% | 165 |
|
|
2023
Q1 | $27.8K | Hold |
200
| – | – | 0.02% | 175 |
|
|
2022
Q4 | $24.1K | Hold |
200
| – | – | 0.02% | 172 |
|
|
2022
Q3 | $24K | Hold |
200
| – | – | 0.02% | 170 |
|
|
2022
Q2 | $25K | Hold |
200
| – | – | 0.02% | 178 |
|
|
2022
Q1 | $32K | Hold |
200
| – | – | 0.02% | 174 |
|
|
2021
Q4 | $35K | Hold |
200
| – | – | 0.02% | 174 |
|
|
2021
Q3 | $31K | Hold |
200
| – | – | 0.02% | 177 |
|
|
2021
Q2 | $30K | Hold |
200
| – | – | 0.02% | 172 |
|
|
2021
Q1 | $27K | Buy |
200
+92
| +85% | +$12.4K | 0.02% | 171 |
|
|
2020
Q4 | $14K | Hold |
108
| – | – | 0.01% | 195 |
|
|
2020
Q3 | $13K | Buy |
+108
| New | +$13K | 0.01% | 186 |
|