Stewardship Advisors’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 | $1.01M | Hold |
4,093
| – | – | 0.26% | 51 |
|
2025
Q1 | $863K | Buy |
4,093
+186
| +5% | +$39.2K | 0.23% | 54 |
|
2024
Q4 | $919K | Sell |
3,907
-310
| -7% | -$72.9K | 0.25% | 51 |
|
2024
Q3 | $928K | Sell |
4,217
-392
| -9% | -$86.3K | 0.26% | 49 |
|
2024
Q2 | $989K | Sell |
4,609
-3,981
| -46% | -$854K | 0.33% | 44 |
|
2024
Q1 | $1.68M | Sell |
8,590
-35,486
| -81% | -$6.92M | 0.57% | 39 |
|
2023
Q4 | $7.72M | Buy |
44,076
+2,366
| +6% | +$415K | 2.78% | 17 |
|
2023
Q3 | $6.42M | Sell |
41,710
-6,338
| -13% | -$975K | 2.51% | 18 |
|
2023
Q2 | $7.62M | Sell |
48,048
-9,741
| -17% | -$1.54M | 2.87% | 14 |
|
2023
Q1 | $8.03M | Buy |
57,789
+45,656
| +376% | +$6.34M | 3.08% | 11 |
|
2022
Q4 | $1.46M | Sell |
12,133
-4,267
| -26% | -$514K | 0.59% | 32 |
|
2022
Q3 | $1.96M | Buy |
16,400
+4,472
| +37% | +$534K | 0.85% | 28 |
|
2022
Q2 | $1.49M | Buy |
11,928
+1,320
| +12% | +$165K | 0.63% | 28 |
|
2022
Q1 | $1.69M | Buy |
+10,608
| New | +$1.69M | 0.62% | 28 |
|