Prospera Financial Services’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 | $645K | Buy |
2,615
+1,110
| +74% | +$274K | 0.01% | 819 |
|
2025
Q1 | $318K | Buy |
1,505
+512
| +52% | +$108K | 0.01% | 963 |
|
2024
Q4 | $234K | Sell |
993
-30
| -3% | -$7.07K | 0.01% | 1020 |
|
2024
Q3 | $225K | Sell |
1,023
-613
| -37% | -$135K | 0.01% | 1034 |
|
2024
Q2 | $351K | Sell |
1,636
-7,497
| -82% | -$1.61M | 0.01% | 850 |
|
2024
Q1 | $1.78M | Buy |
9,133
+7,719
| +546% | +$1.51M | 0.05% | 350 |
|
2023
Q4 | $248K | Sell |
1,414
-239
| -14% | -$41.9K | 0.01% | 916 |
|
2023
Q3 | $254K | Sell |
1,653
-10
| -0.6% | -$1.54K | 0.01% | 864 |
|
2023
Q2 | $264K | Hold |
1,663
| – | – | 0.01% | 857 |
|
2023
Q1 | $231K | Sell |
1,663
-701
| -30% | -$97.4K | 0.01% | 868 |
|
2022
Q4 | $285K | Buy |
2,364
+305
| +15% | +$36.8K | 0.01% | 728 |
|
2022
Q3 | $246K | Buy |
2,059
+329
| +19% | +$39.3K | 0.01% | 714 |
|
2022
Q2 | $217K | Sell |
1,730
-686
| -28% | -$86K | 0.01% | 713 |
|
2022
Q1 | $384K | Sell |
2,416
-1,403
| -37% | -$223K | 0.02% | 669 |
|
2021
Q4 | $662K | Buy |
3,819
+520
| +16% | +$90.1K | 0.03% | 496 |
|
2021
Q3 | $504K | Sell |
3,299
-920
| -22% | -$141K | 0.03% | 536 |
|
2021
Q2 | $635K | Sell |
4,219
-207
| -5% | -$31.2K | 0.03% | 467 |
|
2021
Q1 | $595K | Sell |
4,426
-1,000
| -18% | -$134K | 0.04% | 448 |
|
2020
Q4 | $722K | Buy |
+5,426
| New | +$722K | 0.05% | 350 |
|
2020
Q3 | – | Sell |
-5,597
| Closed | -$597K | – | 1658 |
|
2020
Q2 | $597K | Hold |
5,597
| – | – | 0.05% | 320 |
|
2020
Q1 | $471K | Hold |
5,597
| – | – | 0.05% | 312 |
|
2019
Q4 | $541K | Hold |
5,597
| – | – | 0.04% | 369 |
|
2019
Q3 | $487K | Sell |
5,597
-421
| -7% | -$36.6K | 0.05% | 315 |
|
2019
Q2 | $527K | Buy |
+6,018
| New | +$527K | 0.06% | 276 |
|
2019
Q1 | – | Sell |
-5,647
| Closed | -$408K | – | 386 |
|
2018
Q4 | $408K | Hold |
5,647
| – | – | 0.08% | 234 |
|
2018
Q3 | $477K | Sell |
5,647
-721
| -11% | -$60.9K | 0.09% | 219 |
|
2018
Q2 | $501K | Buy |
6,368
+399
| +7% | +$31.4K | 0.07% | 230 |
|
2018
Q1 | $441K | Hold |
5,969
| – | – | 0.06% | 259 |
|
2017
Q4 | $447K | Sell |
5,969
-138
| -2% | -$10.3K | 0.07% | 238 |
|
2017
Q3 | $416K | Hold |
6,107
| – | – | 0.06% | 269 |
|
2017
Q2 | $389K | Buy |
+6,107
| New | +$389K | 0.06% | 262 |
|