OLVIG
Oliver Lagore Vanvalin Investment Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $372K | Buy |
+1,765
| New | +$372K | 0.15% | 106 |
|
2024
Q4 | $415K | Sell |
1,765
-276
| -14% | -$65K | 0.11% | 95 |
|
2024
Q3 | $449K | Sell |
2,041
-248
| -11% | -$54.6K | 0.12% | 91 |
|
2024
Q2 | $491K | Buy |
2,289
+7
| +0.3% | +$1.5K | 0.14% | 83 |
|
2024
Q1 | $445K | Sell |
2,282
-1,368
| -37% | -$267K | 0.13% | 90 |
|
2023
Q4 | $640K | Sell |
3,650
-3,839
| -51% | -$673K | 0.24% | 71 |
|
2023
Q3 | $1.15M | Sell |
7,489
-12,213
| -62% | -$1.88M | 0.46% | 35 |
|
2023
Q2 | $3.12M | Buy |
+19,702
| New | +$3.12M | 1.14% | 16 |
|