New England Private Wealth Advisors’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
Q2 | $1.84M | Buy |
7,199
+7
| +0.1% | +$1.79K | 0.27% | 64 |
|
|
2025
Q1 | $1.52M | Buy |
7,192
+8
| +0.1% | +$1.69K | 0.23% | 67 |
|
|
2024
Q4 | $1.69M | Buy |
7,184
+8
| +0.1% | +$1.88K | 0.27% | 62 |
|
|
2024
Q3 | $1.58M | Sell |
7,176
-233
| -3% | -$51.3K | 0.25% | 65 |
|
|
2024
Q2 | $1.59M | Buy |
7,409
+7
| +0.1% | +$1.5K | 0.28% | 63 |
|
|
2024
Q1 | $1.44M | Buy |
7,402
+9
| +0.1% | +$1.76K | 0.25% | 65 |
|
|
2023
Q4 | $1.3M | Buy |
7,393
+31
| +0.4% | +$5.43K | 0.24% | 66 |
|
|
2023
Q3 | $1.13M | Sell |
7,362
-940
| -11% | -$145K | 0.24% | 66 |
|
|
2023
Q2 | $1.32M | Buy |
8,302
+642
| +8% | +$102K | 0.27% | 61 |
|
|
2023
Q1 | $1.06M | Buy |
7,660
+16
| +0.2% | +$2.22K | 0.22% | 60 |
|
|
2022
Q4 | $921K | Buy |
7,644
+41
| +0.5% | +$4.94K | 0.2% | 62 |
|
|
2022
Q3 | $909K | Buy |
+7,603
| New | +$909K | 0.21% | 59 |
|
|
2021
Q4 | – | Sell |
-7,865
| Closed | -$1.2M | – | 108 |
|
|
2021
Q3 | $1.2M | Sell |
7,865
-1,115
| -12% | -$170K | 0.22% | 53 |
|
|
2021
Q2 | $1.35M | Buy |
8,980
+2,780
| +45% | +$419K | 0.26% | 50 |
|
|
2021
Q1 | $834K | Buy |
+6,200
| New | +$834K | 0.14% | 61 |
|