Mission Wealth Management’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
2024
Q4
Sell
-2,469
Closed -$543K 646
2024
Q3
$543K Hold
2,469
0.01% 401
2024
Q2
$530K Sell
2,469
-253
-9% -$54.3K 0.01% 377
2024
Q1
$531K Buy
2,722
+313
+13% +$61.1K 0.01% 399
2023
Q4
$422K Buy
+2,409
New +$422K 0.01% 392