SMART 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 | $1.05M | Buy |
4,265
+326
| +8% | +$80.4K | 0.33% | 83 |
|
|
2025
Q1 | $831K | Buy |
3,939
+61
| +2% | +$12.9K | 0.3% | 82 |
|
|
2024
Q4 | $912K | Buy |
3,878
+870
| +29% | +$205K | 0.32% | 77 |
|
|
2024
Q3 | $662K | Buy |
3,008
+1,357
| +82% | +$299K | 0.26% | 83 |
|
|
2024
Q2 | $354K | Buy |
1,651
+45
| +3% | +$9.65K | 0.14% | 93 |
|
|
2024
Q1 | $313K | Buy |
1,606
+57
| +4% | +$11.1K | 0.14% | 87 |
|
|
2023
Q4 | $271K | Buy |
+1,549
| New | +$271K | 0.15% | 68 |
|
|
2023
Q3 | – | Sell |
-1,565
| Closed | -$248K | – | 80 |
|
|
2023
Q2 | $248K | Sell |
1,565
-520
| -25% | -$82.5K | 0.19% | 70 |
|
|
2023
Q1 | $290K | Sell |
2,085
-538
| -21% | -$74.7K | 0.26% | 58 |
|
|
2022
Q4 | $316K | Buy |
+2,623
| New | +$316K | 0.24% | 63 |
|