N.E.W. Advisory Services’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 | $744K | Buy |
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|
2025
Q2 | $670K | Buy |
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|
2025
Q1 | $573K | Buy |
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|
2024
Q4 | $638K | Buy |
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|
2024
Q3 | $596K | Buy |
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|
2024
Q2 | $580K | Buy |
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|
2024
Q1 | $528K | Buy |
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|
2023
Q4 | $473K | Buy |
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|
2023
Q3 | $414K | Hold |
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|
2023
Q2 | $427K | Buy |
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|
2023
Q1 | $373K | Buy |
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|
2022
Q4 | $323K | Buy |
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|
2022
Q3 | $319K | Hold |
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|
2022
Q2 | $334K | Buy |
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|
2022
Q1 | $357K | Sell |
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|
2021
Q4 | $461K | Buy |
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|
2021
Q3 | $405K | Hold |
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|
2021
Q2 | $400K | Hold |
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|
2021
Q1 | $363K | Hold |
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|
2020
Q4 | $353K | Hold |
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|
2020
Q3 | $322K | Hold |
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|
2020
Q2 | $283K | Buy |
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|
2019
Q4 | $213K | Buy |
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