NEWAS
N.E.W. Advisory Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $670K | Buy |
2,718
+3
| +0.1% | +$739 | 0.07% | 98 |
|
|
2025
Q1 | $573K | Buy |
2,715
+3
| +0.1% | +$633 | 0.04% | 114 |
|
|
2024
Q4 | $638K | Buy |
2,712
+3
| +0.1% | +$706 | 0.06% | 99 |
|
|
2024
Q3 | $596K | Buy |
2,709
+3
| +0.1% | +$660 | 0.06% | 100 |
|
|
2024
Q2 | $580K | Buy |
2,706
+2
| +0.1% | +$429 | 0.06% | 97 |
|
|
2024
Q1 | $528K | Buy |
2,704
+3
| +0.1% | +$585 | 0.06% | 101 |
|
|
2023
Q4 | $473K | Buy |
2,701
+11
| +0.4% | +$1.93K | 0.06% | 101 |
|
|
2023
Q3 | $414K | Hold |
2,690
| – | – | 0.06% | 103 |
|
|
2023
Q2 | $427K | Buy |
2,690
+3
| +0.1% | +$476 | 0.06% | 91 |
|
|
2023
Q1 | $373K | Buy |
2,687
+5
| +0.2% | +$695 | 0.05% | 96 |
|
|
2022
Q4 | $323K | Buy |
2,682
+13
| +0.5% | +$1.57K | 0.05% | 98 |
|
|
2022
Q3 | $319K | Hold |
2,669
| – | – | 0.06% | 95 |
|
|
2022
Q2 | $334K | Buy |
2,669
+15
| +0.6% | +$1.88K | 0.06% | 92 |
|
|
2022
Q1 | $357K | Sell |
2,654
-7
| -0.3% | -$942 | 0.07% | 95 |
|
|
2021
Q4 | $461K | Buy |
2,661
+7
| +0.3% | +$1.21K | 0.07% | 89 |
|
|
2021
Q3 | $405K | Hold |
2,654
| – | – | 0.07% | 92 |
|
|
2021
Q2 | $400K | Hold |
2,654
| – | – | 0.07% | 93 |
|
|
2021
Q1 | $363K | Hold |
2,654
| – | – | 0.07% | 95 |
|
|
2020
Q4 | $353K | Hold |
2,654
| – | – | 0.07% | 103 |
|
|
2020
Q3 | $322K | Hold |
2,654
| – | – | 0.09% | 73 |
|
|
2020
Q2 | $283K | Buy |
+2,654
| New | +$283K | 0.09% | 74 |
|
|
2019
Q4 | $213K | Buy |
+2,206
| New | +$213K | 0.07% | 81 |
|