Next Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $92K | Hold |
529
| – | – | 0.01% | 1199 |
|
|
2021
Q3 | $81K | Sell |
529
-4
| -0.8% | -$612 | 0.01% | 1209 |
|
|
2021
Q2 | $80K | Buy |
533
+358
| +205% | +$53.7K | 0.01% | 1215 |
|
|
2021
Q1 | $24K | Buy |
175
+141
| +415% | +$19.3K | ﹤0.01% | 1572 |
|
|
2020
Q4 | $5K | Sell |
34
-141
| -81% | -$20.7K | ﹤0.01% | 1986 |
|
|
2020
Q3 | $21K | Buy |
+175
| New | +$21K | ﹤0.01% | 1391 |
|
|
2020
Q2 | – | Sell |
-209
| Closed | -$18K | – | 1252 |
|
|
2020
Q1 | $18K | Hold |
209
| – | – | ﹤0.01% | 1311 |
|
|
2019
Q4 | $20K | Hold |
209
| – | – | ﹤0.01% | 1528 |
|
|
2019
Q3 | $18K | Buy |
209
+141
| +207% | +$12.1K | ﹤0.01% | 1487 |
|
|
2019
Q2 | $6K | Buy |
+68
| New | +$6K | ﹤0.01% | 1836 |
|
|
2016
Q4 | – | Sell |
-27
| Closed | -$2K | – | 2433 |
|
|
2016
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 2157 |
|
|
2016
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 1665 |
|
|
2016
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 1635 |
|
|
2015
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 1688 |
|
|
2015
Q3 | $1K | Sell |
27
-20
| -43% | -$741 | ﹤0.01% | 1718 |
|
|
2015
Q2 | $2K | Hold |
47
| – | – | ﹤0.01% | 1672 |
|
|
2015
Q1 | $2K | Hold |
47
| – | – | ﹤0.01% | 1687 |
|
|
2014
Q4 | $2K | Sell |
47
-630
| -93% | -$26.8K | ﹤0.01% | 1724 |
|
|
2014
Q3 | $33K | Buy |
677
+47
| +7% | +$2.29K | 0.01% | 1161 |
|
|
2014
Q2 | $30K | Buy |
+630
| New | +$30K | 0.02% | 479 |
|