Realta Investment Advisors’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 | – | Sell |
-600
| Closed | -$129K | – | 556 |
|
|
2024
Q2 | $129K | Hold |
600
| – | – | 0.03% | 445 |
|
|
2024
Q1 | $117K | Buy |
+600
| New | +$117K | 0.02% | 463 |
|
|
2023
Q4 | – | Sell |
-1,248
| Closed | -$198K | – | 619 |
|
|
2023
Q3 | $198K | Hold |
1,248
| – | – | 0.05% | 385 |
|
|
2023
Q2 | $198K | Buy |
+1,248
| New | +$198K | 0.04% | 395 |
|
|
2023
Q1 | – | Sell |
-732
| Closed | -$88.2K | – | 628 |
|
|
2022
Q4 | $88.2K | Buy |
732
+1
| +0.1% | +$120 | 0.02% | 495 |
|
|
2022
Q3 | $87K | Buy |
+731
| New | +$87K | 0.02% | 468 |
|
|
2019
Q3 | – | Sell |
-10
| Closed | -$1K | – | 1706 |
|
|
2019
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 1633 |
|
|
2019
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1286 |
|