Oak Harvest Investment 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 | $6.44M | Buy |
26,116
+1,461
| +6% | +$360K | 0.81% | 44 |
|
|
2025
Q1 | $5.2M | Buy |
24,655
+2,704
| +12% | +$570K | 0.73% | 49 |
|
|
2024
Q4 | $5.16M | Buy |
21,951
+5,196
| +31% | +$1.22M | 0.72% | 52 |
|
|
2024
Q3 | $3.69M | Buy |
16,755
+3,046
| +22% | +$670K | 0.53% | 60 |
|
|
2024
Q2 | $2.94M | Buy |
13,709
+4,209
| +44% | +$903K | 0.46% | 60 |
|
|
2024
Q1 | $1.85M | Buy |
9,500
+1,484
| +19% | +$290K | 0.3% | 69 |
|
|
2023
Q4 | $1.4M | Buy |
8,016
+4,031
| +101% | +$706K | 0.28% | 64 |
|
|
2023
Q3 | $613K | Buy |
3,985
+2,582
| +184% | +$397K | 0.13% | 83 |
|
|
2023
Q2 | $223K | Buy |
+1,403
| New | +$223K | 0.05% | 105 |
|