Perigon Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.43M | Buy |
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|
2025
Q2 | $5.39M | Buy |
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2025
Q1 | $4.55M | Buy |
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|
2024
Q4 | $4.43M | Buy |
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|
2024
Q3 | $2.94M | Buy |
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|
2024
Q2 | $1.89M | Buy |
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|
2024
Q1 | $1.14M | Buy |
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|
2023
Q4 | $668K | Sell |
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|
2023
Q3 | $666K | Hold |
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|
2023
Q2 | $687K | Sell |
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|
2023
Q1 | $708K | Hold |
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|
2022
Q4 | $614K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $26K | Buy |
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