Orion Portfolio Solutions’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 | $4.46M | Sell |
21,146
-318,842
| -94% | -$67.3M | 0.04% | 378 |
|
|
2024
Q4 | $80M | Buy |
339,988
+319,162
| +1,533% | +$75.1M | 0.8% | 14 |
|
|
2024
Q3 | $4.58M | Sell |
20,826
-295,424
| -93% | -$65M | 0.05% | 356 |
|
|
2024
Q2 | $67.8M | Buy |
316,250
+5,607
| +2% | +$1.2M | 0.72% | 17 |
|
|
2024
Q1 | $60.6M | Buy |
310,643
+202,073
| +186% | +$39.4M | 0.65% | 17 |
|
|
2023
Q4 | $18.9M | Buy |
108,570
+60,145
| +124% | +$10.5M | 0.22% | 93 |
|
|
2023
Q3 | $7.45M | Sell |
48,425
-402,263
| -89% | -$61.9M | 0.09% | 216 |
|
|
2023
Q2 | $71.5M | Sell |
450,688
-3,058
| -0.7% | -$485K | 0.76% | 21 |
|
|
2023
Q1 | $63M | Buy |
453,746
+431,471
| +1,937% | +$59.9M | 0.78% | 14 |
|
|
2022
Q4 | $2.68M | Sell |
22,275
-8,023
| -26% | -$967K | 0.09% | 149 |
|
|
2022
Q3 | $3.62M | Sell |
30,298
-1,305
| -4% | -$156K | 0.14% | 104 |
|
|
2022
Q2 | $3.96M | Sell |
31,603
-7,043
| -18% | -$882K | 0.16% | 94 |
|
|
2022
Q1 | $6.14M | Buy |
38,646
+35,086
| +986% | +$5.57M | 0.22% | 69 |
|
|
2021
Q4 | $617K | Buy |
+3,560
| New | +$617K | 0.02% | 370 |
|
|
2020
Q3 | – | Sell |
-32
| Closed | -$3K | – | 1254 |
|
|
2020
Q2 | $3K | Hold |
32
| – | – | ﹤0.01% | 1655 |
|
|
2020
Q1 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 1463 |
|