Simplicity Wealth’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 | $27.9M | Buy |
113,247
+55,913
| +98% | +$13.8M | 1.16% | 16 |
|
2025
Q1 | $12.1M | Buy |
57,334
+55,178
| +2,559% | +$11.6M | 0.94% | 16 |
|
2024
Q4 | $507K | Sell |
2,156
-57,457
| -96% | -$13.5M | 0.11% | 165 |
|
2024
Q3 | $13.1M | Buy |
59,613
+658
| +1% | +$145K | 1.22% | 15 |
|
2024
Q2 | $12.6M | Sell |
58,955
-52,482
| -47% | -$11.3M | 0.29% | 71 |
|
2024
Q1 | $21.7M | Buy |
111,437
+2,836
| +3% | +$553K | 0.52% | 29 |
|
2023
Q4 | $19M | Sell |
108,601
-3,327
| -3% | -$583K | 7.37% | 1 |
|
2023
Q3 | $17.2M | Buy |
111,928
+5,353
| +5% | +$823K | 10.08% | 1 |
|
2023
Q2 | $16.9M | Sell |
106,575
-1,996
| -2% | -$316K | 10.51% | 1 |
|
2023
Q1 | $15.1M | Buy |
108,571
+21,390
| +25% | +$2.97M | 10.03% | 2 |
|
2022
Q4 | $10.5M | Buy |
87,181
+84,475
| +3,122% | +$10.2M | 9.27% | 2 |
|
2022
Q3 | $323K | Buy |
+2,706
| New | +$323K | 0.43% | 53 |
|