Rockport Wealth’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 | $2.2M | Buy |
+8,938
| New | +$2.2M | 0.51% | 30 |
|
|
2025
Q1 | – | Sell |
-11,174
| Closed | -$2.45M | – | 56 |
|
|
2024
Q4 | $2.45M | Buy |
11,174
+1,890
| +20% | +$415K | 1.09% | 13 |
|
|
2024
Q3 | $2.04M | Sell |
9,284
-2,888
| -24% | -$636K | 0.54% | 17 |
|
|
2024
Q2 | $2.61M | Sell |
12,172
-307
| -2% | -$65.9K | 1.1% | 15 |
|
|
2024
Q1 | $2.44M | Buy |
+12,479
| New | +$2.44M | 1.63% | 11 |
|