Sequoia Financial Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $1.15M | Sell |
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|
2024
Q3 | $1.21M | Sell |
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|
2024
Q2 | $1.41M | Sell |
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|
2024
Q1 | $1.34M | Buy |
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|
2023
Q4 | $868K | Buy |
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|
2023
Q3 | $204K | Sell |
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|
2023
Q2 | $324K | Sell |
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|
2023
Q1 | $284K | Buy |
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|
2022
Q4 | $226K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $251K | Buy |
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