SIS
Sound Income Strategies’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 | $216K | Buy |
877
+139
| +19% | +$34.3K | 0.01% | 269 |
|
|
2025
Q1 | $156K | Sell |
738
-314
| -30% | -$66.3K | 0.01% | 325 |
|
|
2024
Q4 | $248K | Sell |
1,052
-125
| -11% | -$29.4K | 0.02% | 219 |
|
|
2024
Q3 | $259K | Hold |
1,177
| – | – | 0.02% | 208 |
|
|
2024
Q2 | $253K | Sell |
1,177
-241
| -17% | -$51.7K | 0.02% | 206 |
|
|
2024
Q1 | $277K | Buy |
1,418
+75
| +6% | +$14.6K | 0.02% | 185 |
|
|
2023
Q4 | $235K | Sell |
1,343
-369
| -22% | -$64.7K | 0.02% | 180 |
|
|
2023
Q3 | $263K | Sell |
1,712
-30
| -2% | -$4.62K | 0.02% | 140 |
|
|
2023
Q2 | $276K | Sell |
1,742
-239
| -12% | -$37.9K | 0.03% | 130 |
|
|
2023
Q1 | $275K | Sell |
1,981
-1,259
| -39% | -$175K | 0.03% | 130 |
|
|
2022
Q4 | $390K | Sell |
3,240
-184
| -5% | -$22.2K | 0.05% | 110 |
|
|
2022
Q3 | $409K | Sell |
3,424
-1,517
| -31% | -$181K | 0.06% | 104 |
|
|
2022
Q2 | $619K | Sell |
4,941
-630
| -11% | -$78.9K | 0.08% | 99 |
|
|
2022
Q1 | $885K | Sell |
5,571
-169
| -3% | -$26.8K | 0.1% | 91 |
|
|
2021
Q4 | $995K | Sell |
5,740
-125
| -2% | -$21.7K | 0.12% | 90 |
|
|
2021
Q3 | $895K | Sell |
5,865
-799
| -12% | -$122K | 0.12% | 91 |
|
|
2021
Q2 | $1M | Buy |
+6,664
| New | +$1M | 0.14% | 83 |
|