Rooted Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Sell |
1,448
-45
| -3% | -$11.2K | 0.12% | 78 |
|
|
2025
Q1 | $284K | Sell |
1,493
-22
| -1% | -$4.19K | 0.12% | 75 |
|
|
2024
Q4 | $358K | Sell |
1,515
-15
| -1% | -$3.55K | 0.14% | 70 |
|
|
2024
Q3 | $332K | Sell |
1,530
-109
| -7% | -$23.7K | 0.15% | 71 |
|
|
2024
Q2 | $351K | Sell |
1,639
-208
| -11% | -$44.5K | 0.15% | 64 |
|
|
2024
Q1 | $358K | Buy |
1,847
+50
| +3% | +$9.69K | 0.18% | 59 |
|
|
2023
Q4 | $336K | Buy |
1,797
+21
| +1% | +$3.93K | 0.18% | 60 |
|
|
2023
Q3 | $297K | Sell |
1,776
-68
| -4% | -$11.4K | 0.18% | 61 |
|
|
2023
Q2 | $293K | Sell |
1,844
-392
| -18% | -$62.3K | 0.2% | 60 |
|
|
2023
Q1 | $311K | Sell |
2,236
-50
| -2% | -$6.95K | 0.23% | 55 |
|
|
2022
Q4 | $276K | Buy |
+2,286
| New | +$276K | 0.23% | 53 |
|