National Wealth Management Group’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
Q1 | $421K | Buy |
1,997
+116
| +6% | +$24.5K | 0.28% | 89 |
|
|
2024
Q4 | $443K | Sell |
1,881
-597
| -24% | -$140K | 0.29% | 78 |
|
|
2024
Q3 | $545K | Sell |
2,478
-586
| -19% | -$129K | 0.37% | 66 |
|
|
2024
Q2 | $657K | Buy |
3,064
+955
| +45% | +$205K | 0.5% | 49 |
|
|
2024
Q1 | $412K | Buy |
2,109
+426
| +25% | +$83.1K | 0.32% | 81 |
|
|
2023
Q4 | $295K | Sell |
1,683
-11
| -0.6% | -$1.93K | 0.29% | 104 |
|
|
2023
Q3 | $261K | Sell |
1,694
-83
| -5% | -$12.8K | 0.28% | 105 |
|
|
2023
Q2 | $281K | Sell |
1,777
-105
| -6% | -$16.6K | 0.29% | 96 |
|
|
2023
Q1 | $268K | Sell |
1,882
-92
| -5% | -$13.1K | 0.31% | 105 |
|
|
2022
Q4 | $238K | Sell |
1,974
-504
| -20% | -$60.8K | 0.29% | 115 |
|
|
2022
Q3 | $296K | Sell |
2,478
-217
| -8% | -$25.9K | 0.39% | 91 |
|
|
2022
Q2 | $338K | Sell |
2,695
-582
| -18% | -$72.9K | 0.43% | 67 |
|
|
2022
Q1 | $521K | Sell |
3,277
-5,148
| -61% | -$818K | 0.5% | 57 |
|
|
2021
Q4 | $1.46M | Buy |
+8,425
| New | +$1.46M | 1.37% | 20 |
|