Sequoia Financial 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 | $1.34M | Buy |
5,454
+624
| +13% | +$154K | 0.01% | 582 |
|
|
2025
Q1 | $1.02M | Sell |
4,830
-39
| -0.8% | -$8.23K | 0.01% | 608 |
|
|
2024
Q4 | $1.15M | Sell |
4,869
-629
| -11% | -$148K | 0.01% | 542 |
|
|
2024
Q3 | $1.21M | Sell |
5,498
-1,083
| -16% | -$238K | 0.01% | 490 |
|
|
2024
Q2 | $1.41M | Sell |
6,581
-302
| -4% | -$64.8K | 0.02% | 408 |
|
|
2024
Q1 | $1.34M | Buy |
6,883
+1,931
| +39% | +$377K | 0.02% | 410 |
|
|
2023
Q4 | $868K | Buy |
4,952
+3,625
| +273% | +$635K | 0.01% | 573 |
|
|
2023
Q3 | $204K | Sell |
1,327
-714
| -35% | -$110K | ﹤0.01% | 857 |
|
|
2023
Q2 | $324K | Sell |
2,041
-5
| -0.2% | -$793 | 0.01% | 663 |
|
|
2023
Q1 | $284K | Buy |
2,046
+173
| +9% | +$24K | 0.01% | 646 |
|
|
2022
Q4 | $226K | Buy |
+1,873
| New | +$226K | 0.01% | 690 |
|
|
2022
Q2 | – | Sell |
-1,580
| Closed | -$251K | – | 639 |
|
|
2022
Q1 | $251K | Buy |
+1,580
| New | +$251K | 0.01% | 553 |
|