Regal 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
Q4 | – | Sell |
-1,183
| Closed | -$260K | – | 491 |
|
|
2024
Q3 | $260K | Sell |
1,183
-1,714
| -59% | -$377K | 0.02% | 473 |
|
|
2024
Q2 | $621K | Sell |
2,897
-60
| -2% | -$12.9K | 0.04% | 316 |
|
|
2024
Q1 | $577K | Buy |
2,957
+461
| +18% | +$89.9K | 0.04% | 332 |
|
|
2023
Q4 | $437K | Sell |
2,496
-70
| -3% | -$12.3K | 0.03% | 353 |
|
|
2023
Q3 | $395K | Sell |
2,566
-1,345
| -34% | -$207K | 0.03% | 335 |
|
|
2023
Q2 | $620K | Buy |
3,911
+699
| +22% | +$111K | 0.05% | 264 |
|
|
2023
Q1 | $446K | Sell |
3,212
-81
| -2% | -$11.3K | 0.04% | 301 |
|
|
2022
Q4 | $397K | Buy |
3,293
+401
| +14% | +$48.3K | 0.04% | 323 |
|
|
2022
Q3 | $346K | Sell |
2,892
-217
| -7% | -$26K | 0.04% | 332 |
|
|
2022
Q2 | $389K | Sell |
3,109
-7,456
| -71% | -$933K | 0.04% | 326 |
|
|
2022
Q1 | $1.68M | Buy |
10,565
+7,260
| +220% | +$1.15M | 0.15% | 137 |
|
|
2021
Q4 | $573K | Buy |
3,305
+660
| +25% | +$114K | 0.05% | 314 |
|
|
2021
Q3 | $404K | Sell |
2,645
-497
| -16% | -$75.9K | 0.04% | 362 |
|
|
2021
Q2 | $473K | Buy |
+3,142
| New | +$473K | 0.05% | 342 |
|
|
2021
Q1 | – | Sell |
-1,670
| Closed | -$222K | – | 232 |
|
|
2020
Q4 | $222K | Buy |
+1,670
| New | +$222K | 0.03% | 425 |
|