National Wealth Management Group’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 | $536K | Sell |
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|
2025
Q2 | $489K | Sell |
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|
2025
Q1 | $421K | Buy |
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|
2024
Q4 | $443K | Sell |
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|
2024
Q3 | $545K | Sell |
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|
2024
Q2 | $657K | Buy |
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|
2024
Q1 | $412K | Buy |
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|
2023
Q4 | $295K | Sell |
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|
2023
Q3 | $261K | Sell |
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|
2023
Q2 | $281K | Sell |
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|
2023
Q1 | $268K | Sell |
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|
2022
Q4 | $238K | Sell |
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|
2022
Q3 | $296K | Sell |
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|
2022
Q2 | $338K | Sell |
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|
2022
Q1 | $521K | Sell |
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|
2021
Q4 | $1.46M | Buy |
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