Sandy Cove 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 | $350K | Hold |
1,419
| – | – | 0.13% | 92 |
|
|
2025
Q1 | $299K | Hold |
1,419
| – | – | 0.12% | 97 |
|
|
2024
Q4 | $334K | Hold |
1,419
| – | – | 0.13% | 91 |
|
|
2024
Q3 | $312K | Hold |
1,419
| – | – | 0.13% | 95 |
|
|
2024
Q2 | $304K | Hold |
1,419
| – | – | 0.14% | 88 |
|
|
2024
Q1 | $277K | Hold |
1,419
| – | – | 0.13% | 102 |
|
|
2023
Q4 | $249K | Sell |
1,419
-30
| -2% | -$5.26K | 0.13% | 105 |
|
|
2023
Q3 | $223K | Hold |
1,449
| – | – | 0.13% | 107 |
|
|
2023
Q2 | $230K | Hold |
1,449
| – | – | 0.13% | 109 |
|
|
2023
Q1 | $201K | Buy |
+1,449
| New | +$201K | 0.15% | 85 |
|
|
2022
Q2 | – | Sell |
-1,487
| Closed | -$236K | – | 238 |
|
|
2022
Q1 | $236K | Hold |
1,487
| – | – | 0.2% | 74 |
|
|
2021
Q4 | $258K | Buy |
+1,487
| New | +$258K | 0.22% | 61 |
|