Novak & Powell Financial Services’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 | $345K | Hold |
1,400
| – | – | 0.24% | 91 |
|
|
2025
Q1 | $295K | Buy |
+1,400
| New | +$295K | 0.18% | 112 |
|
|
2024
Q4 | – | Sell |
-1,400
| Closed | -$308K | – | 157 |
|
|
2024
Q3 | $308K | Hold |
1,400
| – | – | 0.18% | 107 |
|
|
2024
Q2 | $300K | Hold |
1,400
| – | – | 0.19% | 104 |
|
|
2024
Q1 | $273K | Hold |
1,400
| – | – | 0.2% | 103 |
|
|
2023
Q4 | $245K | Buy |
+1,400
| New | +$245K | 0.16% | 114 |
|