Pacific Financial Group’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 | $590K | Sell |
2,393
-23
| -1% | -$5.67K | 0.46% | 41 |
|
|
2025
Q1 | $510K | Buy |
2,416
+9
| +0.4% | +$1.9K | 0.41% | 43 |
|
|
2024
Q4 | $566K | Sell |
2,407
-74
| -3% | -$17.4K | 0.42% | 41 |
|
|
2024
Q3 | $546K | Buy |
2,481
+3
| +0.1% | +$660 | 0.4% | 43 |
|
|
2024
Q2 | $532K | Buy |
2,478
+2
| +0.1% | +$429 | 0.38% | 44 |
|
|
2024
Q1 | $483K | Sell |
2,476
-20
| -0.8% | -$3.9K | 0.33% | 45 |
|
|
2023
Q4 | $437K | Buy |
2,496
+9
| +0.4% | +$1.58K | 0.33% | 45 |
|
|
2023
Q3 | $383K | Sell |
2,487
-15
| -0.6% | -$2.31K | 0.25% | 48 |
|
|
2023
Q2 | $397K | Sell |
2,502
-139
| -5% | -$22K | 0.26% | 45 |
|
|
2023
Q1 | $367K | Sell |
2,641
-54
| -2% | -$7.5K | 0.28% | 43 |
|
|
2022
Q4 | $325K | Buy |
2,695
+10
| +0.4% | +$1.21K | 0.24% | 45 |
|
|
2022
Q3 | $321K | Sell |
2,685
-170
| -6% | -$20.3K | 0.29% | 44 |
|
|
2022
Q2 | $358K | Buy |
2,855
+4
| +0.1% | +$502 | 0.27% | 47 |
|
|
2022
Q1 | $453K | Buy |
2,851
+3
| +0.1% | +$477 | 0.29% | 47 |
|
|
2021
Q4 | $477K | Sell |
2,848
-15
| -0.5% | -$2.51K | 0.31% | 48 |
|
|
2021
Q3 | $437K | Sell |
2,863
-241
| -8% | -$36.8K | 0.31% | 50 |
|
|
2021
Q2 | $467K | Sell |
3,104
-686
| -18% | -$103K | 0.32% | 51 |
|
|
2021
Q1 | $510K | Buy |
3,790
+1
| +0% | +$135 | 0.41% | 41 |
|
|
2020
Q4 | $504K | Sell |
3,789
-29
| -0.8% | -$3.86K | 0.45% | 40 |
|
|
2020
Q3 | $463K | Buy |
+3,818
| New | +$463K | 0.36% | 46 |
|
|
2019
Q4 | – | Sell |
-351,500
| Closed | -$30.2M | – | 87 |
|
|
2019
Q3 | $30.2M | Buy |
351,500
+45,997
| +15% | +$3.95M | 3.27% | 11 |
|
|
2019
Q2 | $25.1M | Hold |
305,503
| – | – | 3.03% | 11 |
|
|
2019
Q1 | $25.1M | Buy |
305,503
+43,317
| +17% | +$3.56M | 3.06% | 11 |
|
|
2018
Q4 | $18.8M | Buy |
+262,186
| New | +$18.8M | 2.98% | 11 |
|