Peterson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.37M | Sell |
10,765
-1,134
| -10% | -$250K | 9.12% | 1 |
|
|
2024
Q2 | $2.55M | Sell |
11,899
-464
| -4% | -$99.5K | 15.56% | 1 |
|
|
2024
Q1 | $2.41M | Sell |
12,363
-926
| -7% | -$181K | 15.74% | 1 |
|
|
2023
Q4 | $2.33M | Buy |
13,289
+903
| +7% | +$158K | 15.28% | 1 |
|
|
2023
Q3 | $1.91M | Buy |
12,386
+112
| +0.9% | +$17.2K | 18.95% | 1 |
|
|
2023
Q2 | $1.95M | Buy |
12,274
+397
| +3% | +$62.9K | 17.85% | 1 |
|
|
2023
Q1 | $1.65M | Sell |
11,877
-2,276
| -16% | -$316K | 16.61% | 1 |
|
|
2022
Q4 | $1.71M | Sell |
14,153
-937
| -6% | -$113K | 2.26% | 7 |
|
|
2022
Q3 | $1.8M | Sell |
15,090
-482
| -3% | -$57.6K | 1.75% | 17 |
|
|
2022
Q2 | $1.95M | Sell |
15,572
-752
| -5% | -$94.2K | 1.84% | 13 |
|
|
2022
Q1 | $2.59M | Sell |
16,324
-166
| -1% | -$26.4K | 2.15% | 10 |
|
|
2021
Q4 | $2.86M | Buy |
+16,490
| New | +$2.86M | 2.33% | 7 |
|