Northwestern Mutual Wealth Management’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 | $28.7M | Buy |
116,296
+13,266
| +13% | +$3.27M | 0.02% | 323 |
|
2025
Q1 | $21.7M | Sell |
103,030
-9,200
| -8% | -$1.94M | 0.02% | 337 |
|
2024
Q4 | $26.4M | Buy |
112,230
+7,516
| +7% | +$1.77M | 0.02% | 301 |
|
2024
Q3 | $23M | Sell |
104,714
-4,275
| -4% | -$941K | 0.02% | 296 |
|
2024
Q2 | $23.4M | Buy |
108,989
+9,493
| +10% | +$2.04M | 0.02% | 292 |
|
2024
Q1 | $19.4M | Sell |
99,496
-1,955
| -2% | -$381K | 0.02% | 303 |
|
2023
Q4 | $17.8M | Buy |
101,451
+8,453
| +9% | +$1.48M | 0.02% | 293 |
|
2023
Q3 | $14.3M | Sell |
92,998
-3,678
| -4% | -$566K | 0.02% | 316 |
|
2023
Q2 | $15.3M | Buy |
96,676
+11,574
| +14% | +$1.84M | 0.02% | 304 |
|
2023
Q1 | $11.8M | Buy |
85,102
+4,672
| +6% | +$649K | 0.02% | 322 |
|
2022
Q4 | $9.69M | Sell |
80,430
-22,385
| -22% | -$2.7M | 0.01% | 340 |
|
2022
Q3 | $12.3M | Buy |
102,815
+2,541
| +3% | +$304K | 0.02% | 269 |
|
2022
Q2 | $12.6M | Buy |
100,274
+27,461
| +38% | +$3.44M | 0.02% | 266 |
|
2022
Q1 | $11.6M | Buy |
72,813
+11,129
| +18% | +$1.77M | 0.02% | 283 |
|
2021
Q4 | $10.7M | Buy |
61,684
+4,538
| +8% | +$787K | 0.02% | 282 |
|
2021
Q3 | $8.73M | Buy |
57,146
+9,116
| +19% | +$1.39M | 0.02% | 291 |
|
2021
Q2 | $7.23M | Sell |
48,030
-60,598
| -56% | -$9.13M | 0.01% | 296 |
|
2021
Q1 | $14.6M | Sell |
108,628
-12,608
| -10% | -$1.7M | 0.03% | 203 |
|
2020
Q4 | $16.1M | Buy |
121,236
+38,984
| +47% | +$5.19M | 0.04% | 183 |
|
2020
Q3 | $9.98M | Buy |
82,252
+6,178
| +8% | +$750K | 0.03% | 215 |
|
2020
Q2 | $8.11M | Buy |
76,074
+7,348
| +11% | +$783K | 0.03% | 222 |
|
2020
Q1 | $5.79M | Buy |
68,726
+48,973
| +248% | +$4.12M | 0.02% | 236 |
|
2019
Q4 | $1.91M | Buy |
19,753
+17,676
| +851% | +$1.71M | 0.01% | 405 |
|
2019
Q3 | $181K | Buy |
2,077
+1,282
| +161% | +$112K | ﹤0.01% | 930 |
|
2019
Q2 | $68K | Sell |
795
-328
| -29% | -$28.1K | ﹤0.01% | 1280 |
|
2019
Q1 | $92K | Buy |
1,123
+476
| +74% | +$39K | ﹤0.01% | 1127 |
|
2018
Q4 | $46K | Sell |
647
-75
| -10% | -$5.33K | ﹤0.01% | 1290 |
|
2018
Q3 | $62K | Buy |
722
+75
| +12% | +$6.44K | ﹤0.01% | 1221 |
|
2018
Q2 | $51K | Hold |
647
| – | – | ﹤0.01% | 1235 |
|
2018
Q1 | $48K | Hold |
647
| – | – | ﹤0.01% | 1215 |
|
2017
Q4 | $47K | Hold |
647
| – | – | ﹤0.01% | 1180 |
|
2017
Q3 | $44K | Sell |
647
-48
| -7% | -$3.26K | ﹤0.01% | 1169 |
|
2017
Q2 | $45K | Buy |
695
+48
| +7% | +$3.11K | ﹤0.01% | 1126 |
|
2017
Q1 | $40K | Buy |
647
+320
| +98% | +$19.8K | ﹤0.01% | 1091 |
|
2016
Q4 | $18K | Buy |
+327
| New | +$18K | ﹤0.01% | 1398 |
|
2016
Q3 | – | Sell |
-420
| Closed | -$23K | – | 861 |
|
2016
Q2 | $23K | Hold |
420
| – | – | ﹤0.01% | 1122 |
|
2016
Q1 | $23K | Buy |
+420
| New | +$23K | ﹤0.01% | 1137 |
|
2015
Q3 | – | Sell |
-419
| Closed | -$22K | – | 1753 |
|
2015
Q2 | $22K | Buy |
+419
| New | +$22K | ﹤0.01% | 853 |
|