Rockbridge Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,093
| Closed | -$262K | – | 354 |
|
|
2022
Q2 | $262K | Buy |
2,093
+1,593
| +319% | +$200K | 0.06% | 84 |
|
|
2022
Q1 | $79.5K | Sell |
500
-10
| -2% | -$1.59K | 0.01% | 236 |
|
|
2021
Q4 | $88K | Hold |
510
| – | – | 0.01% | 269 |
|
|
2021
Q3 | $78K | Buy |
510
+10
| +2% | +$1.53K | 0.01% | 261 |
|
|
2021
Q2 | $75K | Hold |
500
| – | – | 0.01% | 258 |
|
|
2021
Q1 | $67K | Hold |
500
| – | – | 0.01% | 264 |
|
|
2020
Q4 | $67K | Hold |
500
| – | – | 0.01% | 252 |
|
|
2020
Q3 | $61K | Hold |
500
| – | – | 0.01% | 246 |
|
|
2020
Q2 | $53K | Buy |
+500
| New | +$53K | 0.01% | 228 |
|