OneDigital Investment Advisors’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 |
-904
| Closed | -$213K | – | 1455 |
|
|
2024
Q4 | $213K | Buy |
+904
| New | +$213K | ﹤0.01% | 1303 |
|
|
2024
Q3 | – | Sell |
-1,006
| Closed | -$216K | – | 1447 |
|
|
2024
Q2 | $216K | Buy |
+1,006
| New | +$216K | ﹤0.01% | 1255 |
|
|
2024
Q1 | – | Sell |
-1,698
| Closed | -$298K | – | 1131 |
|
|
2023
Q4 | $298K | Buy |
+1,698
| New | +$298K | 0.01% | 909 |
|