Steward Partners Investment Advisory’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 | $1.32M | Buy |
5,373
+1,296
| +32% | +$319K | 0.01% | 874 |
|
|
2025
Q1 | $860K | Buy |
4,077
+985
| +32% | +$208K | 0.01% | 978 |
|
|
2024
Q4 | $727K | Buy |
3,092
+282
| +10% | +$66.3K | 0.01% | 992 |
|
|
2024
Q3 | $618K | Sell |
2,810
-60
| -2% | -$13.2K | 0.01% | 1027 |
|
|
2024
Q2 | $616K | Sell |
2,870
-75
| -3% | -$16.1K | 0.01% | 973 |
|
|
2024
Q1 | $575K | Sell |
2,945
-75
| -2% | -$14.6K | 0.01% | 1001 |
|
|
2023
Q4 | $529K | Sell |
3,020
-50
| -2% | -$8.76K | 0.01% | 972 |
|
|
2023
Q3 | $472K | Sell |
3,070
-180
| -6% | -$27.7K | 0.01% | 939 |
|
|
2023
Q2 | $515K | Sell |
3,250
-465
| -13% | -$73.7K | 0.01% | 926 |
|
|
2023
Q1 | $516K | Sell |
3,715
-200
| -5% | -$27.8K | 0.01% | 913 |
|
|
2022
Q4 | $472K | Hold |
3,915
| – | – | 0.01% | 924 |
|
|
2022
Q3 | $468K | Sell |
3,915
-135
| -3% | -$16.1K | 0.01% | 877 |
|
|
2022
Q2 | $507K | Hold |
4,050
| – | – | 0.01% | 842 |
|
|
2022
Q1 | $643K | Sell |
4,050
-404
| -9% | -$64.1K | 0.01% | 831 |
|
|
2021
Q4 | $772K | Sell |
4,454
-52
| -1% | -$9.01K | 0.01% | 784 |
|
|
2021
Q3 | $688K | Hold |
4,506
| – | – | 0.01% | 801 |
|
|
2021
Q2 | $679K | Hold |
4,506
| – | – | 0.01% | 820 |
|
|
2021
Q1 | $606K | Sell |
4,506
-1,857
| -29% | -$250K | 0.01% | 816 |
|
|
2020
Q4 | $847K | Sell |
6,363
-700
| -10% | -$93.2K | 0.02% | 612 |
|
|
2020
Q3 | $857K | Hold |
7,063
| – | – | 0.02% | 526 |
|
|
2020
Q2 | $753K | Sell |
7,063
-540
| -7% | -$57.6K | 0.02% | 526 |
|
|
2020
Q1 | $640K | Sell |
7,603
-353
| -4% | -$29.7K | 0.02% | 501 |
|
|
2019
Q4 | $768K | Buy |
7,956
+353
| +5% | +$34.1K | 0.02% | 522 |
|
|
2019
Q3 | $661K | Sell |
7,603
-230
| -3% | -$20K | 0.02% | 514 |
|
|
2019
Q2 | $672K | Sell |
7,833
-260
| -3% | -$22.3K | 0.02% | 484 |
|
|
2019
Q1 | $665K | Sell |
8,093
-250
| -3% | -$20.5K | 0.03% | 442 |
|
|
2018
Q4 | $598K | Sell |
8,343
-840
| -9% | -$60.2K | 0.03% | 444 |
|
|
2018
Q3 | $784K | Hold |
9,183
| – | – | 0.04% | 402 |
|
|
2018
Q2 | $719K | Sell |
9,183
-2,359
| -20% | -$185K | 0.04% | 375 |
|
|
2018
Q1 | $851K | Sell |
11,542
-2,553
| -18% | -$188K | 0.06% | 293 |
|
|
2017
Q4 | $1.03M | Buy |
14,095
+1,054
| +8% | +$77.1K | 0.08% | 227 |
|
|
2017
Q3 | $884K | Buy |
+13,041
| New | +$884K | 0.09% | 200 |
|