Mutual 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 | $2.22M | Buy |
8,700
+131
| +2% | +$33.5K | 0.06% | 290 |
|
2025
Q1 | $1.82M | Sell |
8,569
-1,006
| -11% | -$214K | 0.05% | 302 |
|
2024
Q4 | $2.24M | Buy |
9,575
+503
| +6% | +$118K | 0.06% | 255 |
|
2024
Q3 | $2.02M | Buy |
+9,072
| New | +$2.02M | 0.06% | 275 |
|
2020
Q2 | – | Sell |
-21,412
| Closed | -$1.8M | – | 662 |
|
2020
Q1 | $1.8M | Buy |
21,412
+18,120
| +550% | +$1.53M | 0.24% | 102 |
|
2019
Q4 | $318K | Sell |
3,292
-164
| -5% | -$15.8K | 0.03% | 444 |
|
2019
Q3 | $301K | Buy |
3,456
+219
| +7% | +$19.1K | 0.04% | 418 |
|
2019
Q2 | $278K | Sell |
3,237
-21,426
| -87% | -$1.84M | 0.04% | 458 |
|
2019
Q1 | $2.03M | Buy |
24,663
+21,841
| +774% | +$1.8M | 0.3% | 76 |
|
2018
Q4 | $202K | Buy |
+2,822
| New | +$202K | 0.04% | 402 |
|