Processus Wealth & Capital 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 | $7.68M | Sell |
31,139
-1,198
| -4% | -$295K | 6.06% | 4 |
|
|
2025
Q1 | $6.82M | Buy |
32,337
+465
| +1% | +$98.1K | 5.81% | 3 |
|
|
2024
Q4 | $7.5M | Sell |
31,872
-239
| -0.7% | -$56.2K | 5.98% | 4 |
|
|
2024
Q3 | $7.07M | Sell |
32,111
-1,653
| -5% | -$364K | 5.82% | 3 |
|
|
2024
Q2 | $7.24M | Sell |
33,764
-359
| -1% | -$77K | 6% | 3 |
|
|
2024
Q1 | $6.66M | Buy |
34,123
+1,094
| +3% | +$213K | 5.9% | 3 |
|
|
2023
Q4 | $5.79M | Buy |
+33,029
| New | +$5.79M | 5.78% | 3 |
|