NWAM LLC’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
Q1 | – | Sell |
-8,839
| Closed | -$2.08M | – | 557 |
|
|
2024
Q4 | $2.08M | Buy |
8,839
+598
| +7% | +$141K | 0.13% | 165 |
|
|
2024
Q3 | $1.81M | Buy |
+8,241
| New | +$1.81M | 0.11% | 182 |
|
|
2024
Q2 | – | Sell |
-3,462
| Closed | -$677K | – | 358 |
|
|
2024
Q1 | $677K | Buy |
3,462
+727
| +27% | +$142K | 0.05% | 277 |
|
|
2023
Q4 | $479K | Buy |
2,735
+943
| +53% | +$165K | 0.04% | 349 |
|
|
2023
Q3 | $276K | Sell |
1,792
-25
| -1% | -$3.85K | 0.03% | 405 |
|
|
2023
Q2 | $288K | Buy |
1,817
+60
| +3% | +$9.51K | 0.02% | 427 |
|
|
2023
Q1 | $244K | Sell |
1,757
-25
| -1% | -$3.47K | 0.02% | 408 |
|
|
2022
Q4 | $215K | Buy |
1,782
+67
| +4% | +$8.08K | 0.02% | 477 |
|
|
2022
Q3 | $205K | Sell |
1,715
-25
| -1% | -$2.99K | 0.02% | 460 |
|
|
2022
Q2 | $222K | Buy |
1,740
+29
| +2% | +$3.7K | 0.02% | 473 |
|
|
2022
Q1 | $272K | Hold |
1,711
| – | – | 0.02% | 449 |
|
|
2021
Q4 | $297K | Sell |
1,711
-25
| -1% | -$4.34K | 0.02% | 419 |
|
|
2021
Q3 | $265K | Buy |
+1,736
| New | +$265K | 0.02% | 422 |
|