Richard W. Paul & Associates’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 | $34.8K | Buy |
141
+3
| +2% | +$740 | 0.01% | 201 |
|
2025
Q1 | $29.1K | Sell |
138
-53
| -28% | -$11.2K | 0.01% | 202 |
|
2024
Q4 | $44.9K | Sell |
191
-30
| -14% | -$7.06K | 0.02% | 215 |
|
2024
Q3 | $48.6K | Sell |
221
-7
| -3% | -$1.54K | 0.02% | 215 |
|
2024
Q2 | $48.9K | Sell |
228
-1,423
| -86% | -$305K | 0.02% | 210 |
|
2024
Q1 | $322K | Sell |
1,651
-637
| -28% | -$124K | 0.13% | 147 |
|
2023
Q4 | $401K | Sell |
2,288
-461
| -17% | -$80.8K | 0.17% | 125 |
|
2023
Q3 | $423K | Sell |
2,749
-284
| -9% | -$43.7K | 0.19% | 116 |
|
2023
Q2 | $481K | Sell |
3,033
-188
| -6% | -$29.8K | 0.21% | 113 |
|
2023
Q1 | $448K | Sell |
3,221
-22
| -0.7% | -$3.06K | 0.21% | 110 |
|
2022
Q4 | $391K | Buy |
+3,243
| New | +$391K | 0.2% | 114 |
|