Perigon Wealth Management’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 | $5.39M | Buy |
21,869
+305
| +1% | +$75.2K | 0.13% | 159 |
|
|
2025
Q1 | $4.55M | Buy |
21,564
+2,620
| +14% | +$553K | 0.12% | 175 |
|
|
2024
Q4 | $4.43M | Buy |
18,944
+5,575
| +42% | +$1.31M | 0.11% | 176 |
|
|
2024
Q3 | $2.94M | Buy |
13,369
+4,541
| +51% | +$999K | 0.08% | 229 |
|
|
2024
Q2 | $1.89M | Buy |
8,828
+3,001
| +52% | +$644K | 0.05% | 260 |
|
|
2024
Q1 | $1.14M | Buy |
5,827
+2,016
| +53% | +$393K | 0.03% | 349 |
|
|
2023
Q4 | $668K | Sell |
3,811
-521
| -12% | -$91.3K | 0.02% | 428 |
|
|
2023
Q3 | $666K | Hold |
4,332
| – | – | 0.03% | 386 |
|
|
2023
Q2 | $687K | Sell |
4,332
-765
| -15% | -$121K | 0.03% | 384 |
|
|
2023
Q1 | $708K | Hold |
5,097
| – | – | 0.04% | 332 |
|
|
2022
Q4 | $614K | Buy |
+5,097
| New | +$614K | 0.04% | 354 |
|
|
2021
Q1 | – | Sell |
-197
| Closed | -$26K | – | 762 |
|
|
2020
Q4 | $26K | Buy |
+197
| New | +$26K | ﹤0.01% | 945 |
|