Sowell Financial Services’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 | $1.31M | Buy |
5,327
+2,992
| +128% | +$738K | 0.05% | 347 |
|
2025
Q1 | $492K | Buy |
+2,335
| New | +$492K | 0.02% | 589 |
|
2021
Q2 | – | Sell |
-823
| Closed | -$117K | – | 1637 |
|
2021
Q1 | $117K | Sell |
823
-125
| -13% | -$17.8K | ﹤0.01% | 1299 |
|
2020
Q4 | $126K | Sell |
948
-455
| -32% | -$60.5K | 0.01% | 1062 |
|
2020
Q3 | $170K | Sell |
1,403
-236
| -14% | -$28.6K | 0.01% | 786 |
|
2020
Q2 | $175K | Buy |
1,639
+36
| +2% | +$3.84K | 0.01% | 767 |
|
2020
Q1 | $135K | Buy |
1,603
+1,370
| +588% | +$115K | 0.01% | 763 |
|
2019
Q4 | $23K | Sell |
233
-27
| -10% | -$2.67K | ﹤0.01% | 1386 |
|
2019
Q3 | $23K | Buy |
+260
| New | +$23K | ﹤0.01% | 1230 |
|