National Planning Corporation’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-6,128
| Closed | -$300K | – | 701 |
|
|
2015
Q4 | $300K | Buy |
+6,128
| New | +$300K | 0.02% | 519 |
|
|
2015
Q3 | – | Sell |
-3,810
| Closed | -$203K | – | 649 |
|
|
2015
Q2 | $203K | Buy |
+3,810
| New | +$203K | 0.02% | 578 |
|
|
2015
Q1 | – | Sell |
-8,623
| Closed | -$428K | – | 1367 |
|
|
2014
Q4 | $428K | Sell |
8,623
-64
| -0.7% | -$3.18K | 0.03% | 457 |
|
|
2014
Q3 | $421K | Buy |
8,687
+217
| +3% | +$10.5K | 0.03% | 453 |
|
|
2014
Q2 | $404K | Buy |
8,470
+257
| +3% | +$12.3K | 0.03% | 475 |
|
|
2014
Q1 | $376K | Buy |
8,213
+799
| +11% | +$36.6K | 0.03% | 471 |
|
|
2013
Q4 | $336K | Buy |
7,414
+187
| +3% | +$8.48K | 0.03% | 486 |
|
|
2013
Q3 | $298K | Buy |
+7,227
| New | +$298K | 0.03% | 490 |
|