Sterling Investment Advisors (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-810
| Closed | -$101K | – | 304 |
|
|
2022
Q2 | $101K | Hold |
810
| – | – | 0.03% | 177 |
|
|
2022
Q1 | $129K | Hold |
810
| – | – | 0.04% | 173 |
|
|
2021
Q4 | $140K | Hold |
810
| – | – | 0.04% | 171 |
|
|
2021
Q3 | $124K | Hold |
810
| – | – | 0.04% | 176 |
|
|
2021
Q2 | $122K | Hold |
810
| – | – | 0.04% | 180 |
|
|
2021
Q1 | $109K | Buy |
+810
| New | +$109K | 0.04% | 181 |
|