Montag & Associates’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $714K | Sell |
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|
2025
Q2 | $704K | Hold |
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|
2025
Q1 | $602K | Hold |
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|
2024
Q4 | $672K | Sell |
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|
2024
Q3 | $684K | Sell |
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|
2024
Q2 | $678K | Hold |
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|
2024
Q1 | $617K | Hold |
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|
2023
Q4 | $554K | Hold |
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|
2023
Q3 | $487K | Hold |
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|
2023
Q2 | $501K | Hold |
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|
2023
Q1 | $439K | Hold |
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|
2022
Q4 | $381K | Hold |
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|
2022
Q3 | $378K | Hold |
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|
2022
Q2 | $396K | Hold |
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|
2022
Q1 | $502K | Hold |
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|
2021
Q4 | $548K | Sell |
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|
2021
Q3 | $489K | Sell |
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|
2021
Q2 | $542K | Hold |
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|
2021
Q1 | $484K | Sell |
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|
2020
Q4 | $639K | Hold |
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|
2020
Q3 | $583K | Hold |
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|
2020
Q2 | $512K | Buy |
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|
2020
Q1 | $303K | Sell |
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|
2019
Q4 | $425K | Hold |
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|
2019
Q3 | $383K | Buy |
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|
2019
Q2 | $347K | Sell |
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|
2019
Q1 | $358K | Hold |
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|
2018
Q4 | $312K | Sell |
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|
2018
Q3 | $466K | Buy |
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|
2018
Q2 | $380K | Hold |
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|
2018
Q1 | $358K | Buy |
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|
2017
Q4 | $318K | Hold |
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|
2017
Q3 | $295K | Hold |
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|
2017
Q2 | $280K | Hold |
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|
2017
Q1 | $268K | Hold |
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|
2016
Q4 | $245K | Hold |
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|
2016
Q3 | $243K | Hold |
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|
2016
Q2 | $234K | Hold |
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|
2016
Q1 | $234K | Sell |
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|
2015
Q4 | $251K | Sell |
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|
2015
Q3 | $265K | Hold |
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|
2015
Q2 | $279K | Hold |
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|
2015
Q1 | $277K | Sell |
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|
2014
Q4 | $287K | Sell |
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|
2014
Q3 | $291K | Buy |
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|
2014
Q2 | $284K | Hold |
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|
2014
Q1 | $270K | Hold |
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|
2013
Q4 | $269K | Sell |
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|
2013
Q3 | $365K | Buy |
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|
2013
Q2 | $335K | Buy |
|