SAM
Secure Asset Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $789K | Sell |
3,201
-199
| -6% | -$49.1K | 0.15% | 145 |
|
|
2025
Q1 | $717K | Buy |
3,400
+549
| +19% | +$116K | 0.14% | 141 |
|
|
2024
Q4 | $671K | Buy |
2,851
+753
| +36% | +$177K | 0.1% | 168 |
|
|
2024
Q3 | $462K | Buy |
2,098
+538
| +34% | +$118K | 0.08% | 188 |
|
|
2024
Q2 | $335K | Buy |
+1,560
| New | +$335K | 0.06% | 212 |
|