Newbridge Financial Services 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
Q2 | $237K | Sell |
963
-30
| -3% | -$7.4K | 0.04% | 263 |
|
|
2025
Q1 | $209K | Sell |
993
-545
| -35% | -$115K | 0.05% | 191 |
|
|
2024
Q4 | $362K | Buy |
+1,538
| New | +$362K | 0.09% | 146 |
|
|
2024
Q3 | – | Sell |
-1,058
| Closed | -$227K | – | 885 |
|
|
2024
Q2 | $227K | Hold |
1,058
| – | – | 0.08% | 169 |
|
|
2024
Q1 | $206K | Buy |
1,058
+97
| +10% | +$18.9K | 0.09% | 186 |
|
|
2023
Q4 | $168K | Buy |
961
+695
| +261% | +$122K | 0.08% | 213 |
|
|
2023
Q3 | $40.9K | Hold |
266
| – | – | 0.02% | 459 |
|
|
2023
Q2 | $42.2K | Hold |
266
| – | – | 0.02% | 500 |
|
|
2023
Q1 | $37K | Hold |
266
| – | – | 0.02% | 537 |
|
|
2022
Q4 | $32.1K | Hold |
266
| – | – | 0.02% | 573 |
|
|
2022
Q3 | $32K | Hold |
266
| – | – | 0.02% | 573 |
|
|
2022
Q2 | $33K | Hold |
266
| – | – | 0.02% | 503 |
|
|
2022
Q1 | $42K | Buy |
+266
| New | +$42K | 0.02% | 525 |
|