Sovereign Financial Group’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 | $1.89M | Sell |
7,679
-333
| -4% | -$82.1K | 0.39% | 47 |
|
|
2025
Q1 | $1.69M | Buy |
8,012
+440
| +6% | +$92.8K | 0.39% | 49 |
|
|
2024
Q4 | $1.78M | Buy |
7,572
+536
| +8% | +$126K | 0.41% | 47 |
|
|
2024
Q3 | $1.55M | Buy |
7,036
+2,153
| +44% | +$474K | 0.36% | 53 |
|
|
2024
Q2 | $1.05M | Buy |
4,883
+799
| +20% | +$171K | 0.26% | 81 |
|
|
2024
Q1 | $797K | Buy |
4,084
+307
| +8% | +$59.9K | 0.21% | 94 |
|
|
2023
Q4 | $662K | Buy |
3,777
+873
| +30% | +$153K | 0.2% | 96 |
|
|
2023
Q3 | $447K | Buy |
2,904
+523
| +22% | +$80.5K | 0.16% | 134 |
|
|
2023
Q2 | $378K | Buy |
+2,381
| New | +$378K | 0.12% | 163 |
|