Spire Wealth Management’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 | $1.87M | Sell |
7,600
-585
| -7% | -$144K | 0.07% | 247 |
|
|
2025
Q1 | $1.73M | Sell |
8,185
-1,503
| -16% | -$317K | 0.06% | 289 |
|
|
2024
Q4 | $2.28M | Sell |
9,688
-1,294
| -12% | -$304K | 0.07% | 229 |
|
|
2024
Q3 | $2.42M | Sell |
10,982
-15,134
| -58% | -$3.33M | 0.08% | 202 |
|
|
2024
Q2 | $5.6M | Buy |
26,116
+12,696
| +95% | +$2.72M | 0.2% | 105 |
|
|
2024
Q1 | $2.62M | Buy |
13,420
+871
| +7% | +$170K | 0.05% | 214 |
|
|
2023
Q4 | $2.28M | Buy |
12,549
+4,686
| +60% | +$850K | 0.08% | 219 |
|
|
2023
Q3 | $1.21M | Sell |
7,863
-4,442
| -36% | -$683K | 0.05% | 294 |
|
|
2023
Q2 | $1.95M | Buy |
12,305
+6,507
| +112% | +$1.03M | 0.07% | 237 |
|
|
2023
Q1 | $806K | Buy |
5,798
+5,352
| +1,200% | +$744K | 0.03% | 383 |
|
|
2022
Q4 | $54K | Hold |
446
| – | – | ﹤0.01% | 962 |
|
|
2022
Q3 | $53K | Hold |
446
| – | – | ﹤0.01% | 929 |
|
|
2022
Q2 | $56K | Hold |
446
| – | – | ﹤0.01% | 1250 |
|
|
2022
Q1 | $71K | Sell |
446
-116
| -21% | -$18.5K | ﹤0.01% | 1308 |
|
|
2021
Q4 | $97K | Buy |
562
+116
| +26% | +$20K | ﹤0.01% | 1416 |
|
|
2021
Q3 | $68K | Hold |
446
| – | – | ﹤0.01% | 1350 |
|
|
2021
Q2 | $67K | Sell |
446
-116
| -21% | -$17.4K | ﹤0.01% | 1361 |
|
|
2021
Q1 | $75K | Buy |
+562
| New | +$75K | ﹤0.01% | 1518 |
|