Strategic Equity 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 | – | Sell |
-3,866
| Closed | -$815K | – | 75 |
|
|
2025
Q1 | $815K | Buy |
3,866
+134
| +4% | +$28.3K | 0.34% | 31 |
|
|
2024
Q4 | $878K | Sell |
3,732
-398
| -10% | -$93.6K | 0.37% | 30 |
|
|
2024
Q3 | $909K | Sell |
4,130
-481
| -10% | -$106K | 0.43% | 28 |
|
|
2024
Q2 | $989K | Sell |
4,611
-326
| -7% | -$69.9K | 0.64% | 22 |
|
|
2024
Q1 | $963K | Sell |
4,937
-571
| -10% | -$111K | 0.8% | 19 |
|
|
2023
Q4 | $965K | Sell |
5,508
-9,973
| -64% | -$1.75M | 1.09% | 17 |
|
|
2023
Q3 | $2.38M | Buy |
15,481
+5,839
| +61% | +$898K | 0.9% | 19 |
|
|
2023
Q2 | $1.53M | Sell |
9,642
-238
| -2% | -$37.7K | 0.52% | 23 |
|
|
2023
Q1 | $1.37M | Sell |
9,880
-58,837
| -86% | -$8.17M | 0.49% | 25 |
|
|
2022
Q4 | $8.28M | Sell |
68,717
-3,864
| -5% | -$466K | 3.18% | 13 |
|
|
2022
Q3 | $8.67M | Buy |
72,581
+1,229
| +2% | +$147K | 3.59% | 13 |
|
|
2022
Q2 | $8.94M | Sell |
71,352
-115,334
| -62% | -$14.4M | 4.64% | 8 |
|
|
2022
Q1 | $29.7M | Buy |
186,686
+24,803
| +15% | +$3.94M | 10.67% | 2 |
|
|
2021
Q4 | $28.1M | Sell |
161,883
-3,294
| -2% | -$571K | 8.78% | 2 |
|
|
2021
Q3 | $25.2M | Sell |
165,177
-3,967
| -2% | -$606K | 8.44% | 2 |
|
|
2021
Q2 | $25.5M | Sell |
169,144
-87,567
| -34% | -$13.2M | 8.72% | 2 |
|
|
2021
Q1 | $34.5M | Sell |
256,711
-4,516
| -2% | -$608K | 14.6% | 2 |
|
|
2020
Q4 | $34.8M | Buy |
+261,227
| New | +$34.8M | 15.58% | 2 |
|