Samalin Investment Counsel’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 | $4.55M | Buy |
18,448
+2,933
| +19% | +$723K | 1.74% | 6 |
|
|
2025
Q1 | $3.27M | Buy |
15,515
+1,624
| +12% | +$343K | 1.33% | 9 |
|
|
2024
Q4 | $3.27M | Buy |
13,891
+405
| +3% | +$95.3K | 1.4% | 8 |
|
|
2024
Q3 | $2.97M | Sell |
13,486
-176
| -1% | -$38.7K | 1.29% | 10 |
|
|
2024
Q2 | $2.93M | Buy |
13,662
+753
| +6% | +$162K | 1.37% | 9 |
|
|
2024
Q1 | $2.52M | Sell |
12,909
-1,512
| -10% | -$295K | 1.2% | 13 |
|
|
2023
Q4 | $2.53M | Sell |
14,421
-285
| -2% | -$49.9K | 1.28% | 10 |
|
|
2023
Q3 | $2.26M | Buy |
14,706
+3,189
| +28% | +$491K | 1.3% | 12 |
|
|
2023
Q2 | $1.83M | Buy |
11,517
+139
| +1% | +$22K | 0.99% | 19 |
|
|
2023
Q1 | $1.58M | Buy |
11,378
+530
| +5% | +$73.6K | 0.95% | 24 |
|
|
2022
Q4 | $1.31M | Buy |
10,848
+363
| +3% | +$43.8K | 0.83% | 30 |
|
|
2022
Q3 | $1.25M | Buy |
10,485
+72
| +0.7% | +$8.6K | 0.92% | 29 |
|
|
2022
Q2 | $1.3M | Buy |
10,413
+1,272
| +14% | +$159K | 0.92% | 31 |
|
|
2022
Q1 | $1.45M | Buy |
9,141
+772
| +9% | +$123K | 0.88% | 27 |
|
|
2021
Q4 | $1.45M | Buy |
8,369
+241
| +3% | +$41.8K | 0.87% | 23 |
|
|
2021
Q3 | $1.24M | Buy |
8,128
+156
| +2% | +$23.8K | 0.81% | 27 |
|
|
2021
Q2 | $1.2M | Sell |
7,972
-1,103
| -12% | -$166K | 0.78% | 23 |
|
|
2021
Q1 | $1.22M | Buy |
9,075
+2,083
| +30% | +$280K | 0.82% | 27 |
|
|
2020
Q4 | $930K | Buy |
+6,992
| New | +$930K | 0.7% | 34 |
|