Richardson 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
Q1 | – | Sell |
-422
| Closed | -$100K | – | 622 |
|
|
2024
Q4 | $100K | Buy |
422
+38
| +10% | +$9.01K | 0.07% | 189 |
|
|
2024
Q3 | $82.4K | Hold |
384
| – | – | 0.05% | 216 |
|
|
2024
Q2 | $82.4K | Sell |
384
-18
| -4% | -$3.86K | 0.06% | 207 |
|
|
2024
Q1 | $78.4K | Buy |
402
+72
| +22% | +$14K | 0.06% | 210 |
|
|
2023
Q4 | $57.8K | Buy |
+330
| New | +$57.8K | 0.05% | 202 |
|